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 new products that are added to the directory will not appear in our database until the next month.

The table below contains all of the impactful changes for the month of September.

Type of Change Number of Changes Products Notes
New Products 6 InvestorCOM, CapIntel, Hope Trust, Red Capture, Equity Advisor Solutions, Unitifi
Products Removed 3 Mind Meister, CLS AutoPilot, Adelia Risk 
New Category 1 Healthcare/Medicare
Product Category Changes 4 HealthPilot, i65, Whealthcare, AiVante New Healthcare category added
Category Removed 1 Mind Mapping
Scores Updated Decreased: Increased: We will begin reporting this metric in Q4 2022.
Total Vendor Inventory Total: 387

 

Learn more about how we calculated the Ezra Group WealthTech Integration Score here. 

For specific inquiries about a score change:  Contact us at integrations@ezragroupllc.com.

If you would like to learn how our experienced team can assist you with developing, documenting and testing your code to improve your application’s integration score, click here to get in touch. 

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ABOUT ME

The Wealth Tech Today blog is published by Craig Iskowitz, founder and CEO of Ezra Group, a boutique consulting firm that caters to banks, broker-dealers, RIA’s, asset managers and the leading vendors in the surrounding #fintech space. He can be reached at craig@ezragroupllc.com

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