The Oasis Group and AdvisorEngine Release Research Report on Artificial Intelligence Note Takers4/23/2025
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. This research, which is the second research report in The Oasis Group’s Peaks Research series, assesses how these applications perform in real-world advisory environments, their integration with existing technology stacks, and their ability to support financial professionals in delivering personalized, high-value client service. Originally published on Business Wire on April 23, 2025. Read full article here. The Oasis Group 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. “We’re so excited to bring our new research series to the marketplace,” said John O’Connell, founder and CEO of The Oasis Group. “Vantage Point Peaks will give wealth management firms a leg up when determining which service providers are the right fit for their firm. This research will save firms significant time when generating their short list of custodian providers.” Originally published on Business Wire on August 27, 2024. Read full article here. The Oasis Group 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. The Oasis Group identified 55 leading technology firms that specifically serve the financial services industry for inclusion in the map. The firms are not existing wealthtech solutions that are developing AI capabilities – these firms are AI first and were built to support the wealth management industry. Originally published on Business Wire on July 17, 2024. Read full article here. |
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