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|
|Scores Updated||We will begin reporting this metric in Q3 2023.|
|Superior Badge Stats||New:||Total:|
|Excellent Badge Stats||New:||Total:|
|Total Vendor Inventory||Total:|
All changes made to the Kitces/Ezra Group Advisortech Directory will be synchronized into our database the month after a new map is published. You can learn more about how we calculate the WealthTech Integration Scores here.
Find out how our outsourced development team can help improve your integrations (and your score!) here.
The Kitces Advisortech Directory can be viewed here.
To receive integration score updates, fill out the survey and receive your badge, please contact us at firstname.lastname@example.org.
In order to ensure your application’s score is accurate, please fill out this product integration survey so that all of your integrations can be properly evaluated. We’re requesting that all vendors fill out the survey no later than June 1, 2023 so their correct scores can be included in our next database update.