Welcome to the Ezra Group Wealthtech Integration Score™ Monthly Update where we share application adds/deletes and category changes that may affect the ranking of wealthtech products.
If you are a vendor and have questions about why your score changed, or what’s happening in your category, please refer to the list of resources at the bottom of this page.
All changes made to the Kitces AdvisorTech Directory will be synchronized into the Ezra Group database with around a one month lag.
The table below contains all of the changes made this month:
|Type of Change||# of Changes||Description of Change|
|Product Name Change||1||E*Trade Advisor Services changed their name to Axos Advisor Services and remains in the Custodial Platform category|
|Total Product Inventory||Total: 398|
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.