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|
|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 firstname.lastname@example.org.
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.