The Oasis Group Releases AI Readiness Index™, First Maturity Benchmark for Wealth Management Industry
The Oasis Group, an award-winning consultancy and leading voice on artificial intelligence in the wealth management industry, recently released the Oasis AI Readiness Index™, the industry’s first maturity benchmark built exclusively for fiduciary wealth management firms, trust firms, and family offices. The AI Readiness Index utilizes a two-axis maturity model that measures both governance control and technology sophistication across 70 diagnostic questions.
The Oasis Group and Jump Release White Paper on Agentic AI in Wealth Management
The Oasis Group, a leading consultancy for the wealth management industry, recently released a new white paper titled ‘Agentic AI in Wealth Management: Why Strong Processes Are the Foundation of Safe Adoption’, sponsored by Jump, a leading provider of AI solutions for financial advisors and financial services professionals.
The Oasis Group and AdvisorEngine Release Research Report on AI Prospecting Tools
The Oasis Group, a leading consultancy for the wealth management industry, recently launched a new research report on Artificial Intelligence (AI) Prospecting Tools, sponsored by AdvisorEngine Inc.®, a provider of a complete wealth management platform for investment advisory firms. The comprehensive report evaluates the role of AI Prospecting Tools in the wealth management sector – specifically analyzing their impact on Registered Investment Advisors (RIAs), family offices, broker-dealers (BDs), trust organizations, and their financial advisors – providing an in-depth analysis on the leading five AI Prospecting Tools: Aidentified, Catchlight, Finny.ai, TIFIN AG, and Wealthfeed.
The Oasis Group Releases Research Report Analyzing Wealth Platforms
The Oasis Group, a leading consultancy for the wealth management industry, recently released a new research report on Wealth Platforms serving the wealth management industry. The comprehensive study evaluates the role of wealth technology platforms in how wealth management firms serve clients and examines 10 of the top platforms serving the wealth management community: Addepar, Advisor360°, AdvisorEngine, Advyzon, d1g1t, Envestnet, Masttro, Orion, Private Wealth Systems, and SS&C Black Diamond. Collectively, these platforms represent over $25 trillion in assets under administration.
The Oasis Group Launches Research Series Analyzing Custodian Platforms and Other Wealth Management Service Providers
The Oasis Group, a leading consultancy for the wealth management industry, recently launched a new research series called Vantage Point Peaks, which provides in-depth reports and competitive analysis on a range of service providers in the wealth management industry. The reports are designed to help wealth management firms become more informed buyers when breaking away or looking for new wealthtech solutions.
The Oasis Group and AdvisorEngine Release Research Report on Artificial Intelligence Note Takers
The Oasis Group, a leading consultancy for the wealth management industry, recently launched a new research report on Artificial Intelligence (AI) Note Takers, sponsored by AdvisorEngine Inc.®, a provider of a complete wealth management platform for investment advisory firms. The comprehensive report evaluates the role of AI Note Takers in the wealth management sector – specifically analyzing their impact on financial advisors and their teams – and provides an in-depth analysis on six AI Note Takers.
The Oasis Group Releases AI WealthTech Map as Resource for Wealth Management Firms
The Oasis Group, a leading consultancy for the wealth management industry, today released their AI WealthTech Map, a resource that financial advisors and wealth management firms can use to discover leading artificial intelligence solutions and AI-focused firms serving the wealth management industry.
