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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.

From Chaos to Clarity: Why You Should Change Your Processes, Not Your Vendor’s Software

“Technology works best when it brings people together.” — Matt Mullenweg, Founder of WordPress Every CTO understands the delicate dance between adopting new technology and adapting to it. It’s a narrative I’ve seen unfold time and again: an enterprise wealth management firm signs a contract for new software, most often CRM, new account opening, or a portfolio management system. But amid the excitement of digital transformation, there’s a familiar stumbling block—existing business processes that don’t quite fit the new application’s workflows. It’s tempting, especially for the largest of our clients, to request that a vendor make changes to their system

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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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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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