Ep. 131: The Tower of Babel Webinar Recap with Jeff Marsden, Xtiva
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. Come on in, sit back and relax, you’re listening to episode 131 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]
Ep. 130: The Perils of Layering Multiple Data Source, with Rob Klapprodt, Vestmark
“Now, you and I both remember the cost basis legislation, that was a while ago. Since then, at least there is a source of good accurate cost basis information. But to this day, we see situations where firms have layered on a portfolio management or rebalancing or trading system on top of a core system […]
Ep. 129: Garbage In, Garbage Out – Getting Your Client Data in Good Order with John Mackowiak
“I think when we look at recommendations, best practices, at the end of the day, these projects are garbage in, garbage out. You do want to do everything you can on the front end to make sure that your data is in good order, before providing it to a new provider for migration. Throw us […]
Ep. 128: February WealthTech News
Come on in, sit back, relax and enjoy episode 128 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 17 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]
Why Financial Advisors Should Use a Crypto-Native Custodian
The incredible rise in popularity of cryptocurrencies from a small group of techno-anarchists into a worldwide phenomenon surprised everyone in traditional financial circles. But after many of those former traditionalists saw the light and embraced Bitcoin and other digital assets, hundreds of companies sprung up to provide the financial ecosystem needed to support these investments. […]
