WEALTHTECH TODAY
BLOGS & PODCASTS
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
Articles
The Latest Articles On Wealth Tech
With a combination of consulting and research, Ezra Group provides effective guidance for wealth management firms including
advisor compensation systems, fee-based platform evaluation, operational efficiency and improvements, and more.
Ep. 160: September WealthTech News Roundup
Elana Iskowitz September 30, 2022
Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space.
Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq
Elana Iskowitz September 22, 2022
Come on in and sit back relax, you’re listening to Episode 159 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
How We Calculate the Ezra Group WealthTech Integration Score
Craig Iskowitz September 19, 2022
“Alone we can do so little. Together we can do so much.” — Helen Keller, American Author As of September 2022, the Kitces/Ezra Group Advisortech
Ep. 160: September WealthTech News Roundup
Elana Iskowitz September 30, 2022
Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space.
Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq
Elana Iskowitz September 22, 2022
Come on in and sit back relax, you’re listening to Episode 159 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
How We Calculate the Ezra Group WealthTech Integration Score
Craig Iskowitz September 19, 2022
“Alone we can do so little. Together we can do so much.” — Helen Keller, American Author As of September 2022, the Kitces/Ezra Group Advisortech
Podcast
The Latest Podcasts On Wealth Tech
Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq
Elana Iskowitz September 22, 2022
Come on in and sit back relax, you’re listening to Episode 159 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 158: Don’t Bring Us Vaporware, with John Rajes, LPL Financial
Craig Iskowitz September 16, 2022
Come on in and sit back relax, you’re listening to Episode 158 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 154: Embracing External Trends in the TAMP Space with Daniel Needham, Morningstar
Craig Iskowitz August 11, 2022
Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space.
Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq
Elana Iskowitz September 22, 2022
Come on in and sit back relax, you’re listening to Episode 159 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 158: Don’t Bring Us Vaporware, with John Rajes, LPL Financial
Craig Iskowitz September 16, 2022
Come on in and sit back relax, you’re listening to Episode 158 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 154: Embracing External Trends in the TAMP Space with Daniel Needham, Morningstar
Craig Iskowitz August 11, 2022
Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space.
Newsletter
The Latest Newsletter On Wealth Tech
With a combination of consulting and research, Ezra Group provides effective guidance for wealth management firms including
advisor compensation systems, fee-based platform evaluation, operational efficiency and improvements, and more.
Winners of Wealthtech
The Latest Winners of Wealthtech On Wealth Tech
With a combination of consulting and research, Ezra Group provides effective guidance for wealth management firms including
advisor compensation systems, fee-based platform evaluation, operational efficiency and improvements, and more.
End of Summer Reading List from the Winners Of Wealthtech
Emma Iskowitz September 2, 2019
“When summer gathers up her robes of glory, And, like a dream, glides away.” — Sarah Helen Whitman Now that summer has glided away and
#WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine
Craig Iskowitz September 2, 2019
“Everybody fails at some point, but if you have built a level of trust with your clients, there’s no reason for fear.” — Rich Cancro
#WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software
Craig Iskowitz July 26, 2019
“Big institutions don’t want to buy code that one guy wrote in his spare room; if there’s no team behind it, they get very, very
End of Summer Reading List from the Winners Of Wealthtech
Emma Iskowitz September 2, 2019
“When summer gathers up her robes of glory, And, like a dream, glides away.” — Sarah Helen Whitman Now that summer has glided away and
#WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine
Craig Iskowitz September 2, 2019
“Everybody fails at some point, but if you have built a level of trust with your clients, there’s no reason for fear.” — Rich Cancro
#WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software
Craig Iskowitz July 26, 2019
“Big institutions don’t want to buy code that one guy wrote in his spare room; if there’s no team behind it, they get very, very
Conference Summaries
The Latest Conference Summaries On Wealth Tech
With a combination of consulting and research, Ezra Group provides effective guidance for wealth management firms including
advisor compensation systems, fee-based platform evaluation, operational efficiency and improvements, and more.
Navigating The Rough Waves of Data Lakes
Craig Iskowitz June 6, 2022
“I can’t change the direction of the wind, but I can adjust my sails to always reach my destination.” ― Jimmy Dean, Country Music Singer
3 Strategies for Wealth Management Firms to Avoid Falling into a Data Swamp
Craig Iskowitz May 27, 2022
Wealth management firms swim in data. Whether it’s regulatory reporting, AML/KYC or portfolio management, research and analysis, the sheer amount of data becomes unwieldy as
Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference
Craig Iskowitz May 23, 2022
Hey, come on in. Welcome. Sit back and relax. You’re listening to our May News for the WealthToday podcast. I’m your host Craig Iskowitz, founder
Navigating The Rough Waves of Data Lakes
Craig Iskowitz June 6, 2022
“I can’t change the direction of the wind, but I can adjust my sails to always reach my destination.” ― Jimmy Dean, Country Music Singer
3 Strategies for Wealth Management Firms to Avoid Falling into a Data Swamp
Craig Iskowitz May 27, 2022
Wealth management firms swim in data. Whether it’s regulatory reporting, AML/KYC or portfolio management, research and analysis, the sheer amount of data becomes unwieldy as
Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference
Craig Iskowitz May 23, 2022
Hey, come on in. Welcome. Sit back and relax. You’re listening to our May News for the WealthToday podcast. I’m your host Craig Iskowitz, founder
Ep. 160: September WealthTech News Roundup
Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space.
Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq
Come on in and sit back relax, you’re listening to Episode 159 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 158: Don’t Bring Us Vaporware, with John Rajes, LPL Financial
Come on in and sit back relax, you’re listening to Episode 158 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Podcast
Listen To Wealthtech Today
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.
View Our On Demand Webinars
The Last Mile: Data
Powered Wealth
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.
