January WealthTech Integration Score Update

As we reflect on the success of the Ezra Group WealthTech Integration Score program, it’s evident that the program has not only gained momentum but has become an indispensable resource for the WealthTech community. Since the program’s inception in 2022, we have expanded our database every month, keeping pace with updates to the Kitces Advisortech Map, which is managed in partnership with Ezra Group. 

Last month, we launched the WealthTech Integration Score (WTIS) Recognition program that enables vendors to promote their outstanding integration capabilities, as verified by Ezra Group. Participation in the program validates a product’s integration capabilities, amplifies the brand and increases audience reach. Leveraging our research can help to boost prospect opportunities, support new providers in building a reliable and compatible technology stack, and increase transparency around integrations. To learn more about the program, check out the WTIS Recognition program

In our latest update, four new products, accompanied by a new category and two category changes, were seamlessly integrated into the WealthTech Integration Score database. Our research team rigorously evaluated each addition, ensuring a comprehensive assessment. 

You can see the updated scores on our Integration Score page.

 

The January Advisortech map updates are shown below:

Type of Change Number of Changes Products Notes
Added 4
  1. FinChat, Investment Data/Analytics
  2. Skyview 1, Cash Management
  3. Wealthawk, Advisor Lead Generation
  4. Complect, Compliance
Removed N/A
New Category N/A
Category Name Change N/A
Category Changes N/A
Category Removed N/A
Scores Updated No new surveys 
Total Vendor Inventory Total: 469

 

All changes made to the Kitces Advisortech Directory are 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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