WEALTHTECH TODAY
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WealthTech Today is published by Ezra Group. Here you’ll find articles, podcasts, and technology advice for wealth, asset, and investment management professionals. Topics include portfolio management, financial planning, technology and industry analysis.

October by the Numbers: An Update on the Ezra Group WealthTech Integration Score

Welcome to the Ezra Group Wealthtech Integration Score™ Monthly Update.  We want to be as transparent as possible by sharing application adds/deletes and category changes that may affect your products’ ranking. If this blog doesn’t answer your questions as to why your score may have changed, or what’s happening in the category, at the bottom of this page is a list of resources for you to access that should answer most questions.   So let’s get right into it: All changes made to the Kitces AdvisorTech Directory will be synchronized into our database with a one month lag.  This means that

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Wealth Tech Today is published by Ezra Group. Here you’ll find articles, podcasts, and technology advice for wealth, asset, and investment management professionals. Topics include portfolio management, financial planning, technology and industry analysis.

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The Last Mile: Data
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Management CX

Our collection of webinars feature industry leaders and professionals from several top Data and Wealth Management firms. Our panelists review the latest methods and strategies firms are using to improve and influence the #wealthtech and wealth management communities. Powered by Ezra Group, these webinars cover a breadth of topics including technology, operations, and strategy for wealth management professionals. Ezra Group brings more than 15 years of experience to its work with broker-dealers, banks, asset managers, and technology vendors.

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