September WealthTech Integration Score Update

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, four 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.

Filling out the survey makes a difference!

Last month, we included a new vendor, Flyer Financial Technologies, and their application, Copilot, a trading and rebalancing provider. Even though our research team knew this application had multiple deep integrations, we were unable to locate information on their website or through other channels.  

After reaching out to Flyer Financial Technologies to discuss what we are doing and request a survey, their integration score was updated from 1.50 to an Excellent 8.71. We encourage those of you that have not provided surveys to click the link above and help us highlight your integration capabilities to your advisor marketplace.

 

The September Advisortech map updates are shown below:

Type of Change Number of Changes Products Notes
Added 4
  1. Testimonial IQ, Digital Marketing
  2. Adelia Risk, Cybersecurity
  3. RIA Workspace, Managed Svc Provider
  4. FinMateAI, Client Meeting Support
Removed 1
  1. Emotomy, Portfolio Management
New Category N/A
Category Name Change N/A
Category Changes N/A
Category Removed N/A
Scores Updated (Survey’s Rcvd) 3
  1. fpPathfinder, old 4.57, new 4.77 
  2. FT Flyer Technologies, old 1.5, new 8.71
  3. YCharts, old 6.18, new 6.14
Total Vendor Inventory Total: 448

 

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.

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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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