April by the Numbers: An Update on the Ezra Group WealthTech Integration Score

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 Number of Changes Products Notes

Added

4

  1. El Camino Financial to Planning Light
  2. RIA Compliance Technology to Compliance
  3. Datalign Advisory to Advisor Lead Gen
  4. Advisor Touch to Workflow Support

Removed

2

  1. PayItOff
  2. factorE

New Category

1

  1. Workflow Support
Changed Business Support Systems to Workflow Support

Category Changes

4

  1. eVestech moved from Investment Data/Analytics to Client Portal
  2. ForwardLane moved from CRM Overlay to Advice Engagement
  3. Docupace from Document Management to Workflow Support
  4. Practifi from CRM to CRM Overlay

Category Removed

1

  1. Business Support Systems

Scores Updated

Decreased:

Increased:

We will begin reporting this metric in Q2 2023.
Superior Badge Stats New: Total: 
Excellent Badge Stats New: Total: 
Total Vendor Inventory Total: 

 

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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