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

Since the WealthTech Integration Scores were launched last August, we have been steadily updating our database of vendors and products as they are added, removed and changed on the Kitces Advisortech Map, created in partnership with Ezra Group. 

This month, six new products were added to the map. Each one was evaluated by our research team and the data was fed into our algorithm to generate its integration score.  You can see them on the Integration Score page on our website.

As part of our ongoing process to improve the accuracy of our methodology, we recently made some adjustments to the underlying scoring criteria:

  • Depth – We modified this to include all vendor integrations rather than only those to key applications. We also increased the scoring benefit of any integrations with a depth of 4 or 5.  The end result was an increase in scores for products that had fewer, but more robust integrations (level 4 or 5). 
  • Breadth – We moved the impact of integrating with key applications from depth into breadth. This resulted in some applications seeing a slight score increase, but because breadth is only 25%, the depth changes were much more impactful.
  • Usability – We expanded the number of questions to determine how much support that vendors are providing for their APIs. This includes availability of a developer sandbox, sample code, API documentation and the authentication software being used. This resulted in many scores going down slightly since many vendors do not make this information publicly available.  

The June Advisortech map updates are shown below:

Type of Change Number of Changes Products Notes
Added 6
  1. Caribou – Healthcare/Medicare
  2. CurrentClient – Advice Engagement
  3. GReminders – Schedule Apps
  4. Monarch – Client Portal
  5. Optivice – Other
  6. Raymond James – Custodial Platform
Removed 2
  1. Genivity
  2. Twenty Over Ten
New Category
Category Name Change 3
  1. Proposal Gen to Sales Enablement
  2. Social Media Archiving to Communications Archiving
  3. Student Loan to Education
Vendors with products in the ‘old’ category are automatically moved to the new category.
Category Changes 2
  1. Elements – Advice Engagement to Sales Enablement
  2. d1g1t – Portfolio Management to All-In-One
Category Removed
Scores Updated 16
  1. Financial DNA
  2. Flourish Cash
  3. Kwanti
  4. Bento Engine
  5. Docupace
  6. Pulse360
  7. WealthAccess
  8. AdvicePay
  9. Panoramix
  10. CopyTalk
  11. Skience
  12. StockOpter
  13. YourEFolio
  14. ProTracker
  15. Rowboat Advisors
  16. SmartLeaf
Superior Badge Stats New: Total: 
Excellent Badge Stats New: Total: 
Total Vendor Inventory Total: 438

All changes made to the Kitces 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.

Building new integrations is the best way to improve a product’s score. Find out how our outsourced integration development team can help you by clicking here.

We know how important these scores are to you.  In order for us to calculate the most accurate score possible and showcase your product’s integration capabilities in their best light, please complete the Ezra Group Wealthtech Integration Survey here.  If you submit your survey prior to the first of the month, your product’s updated score will be included in the next month’s update, otherwise the score will be updated the following month.

The wealthtech landscape is constantly evolving, just like your product, so we encourage you to use this tool to highlight your integration technology to potential consumers.  

You should complete a new survey if your product has had material changes since the last time a survey was submitted.  

If you have any questions about your product’s score or how to complete the survey, please contact us at integrations@ezragroupllc.com.



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