March WealthTech Integration Score Update

Since the WealthTech Integration Scores were launched in 2022, 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, eight new products, and one new category 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. We also received 21 new surveys which resulted in substantial score improvement. You can see them on the Integration Score page on our website.

 

The March Advisortech map updates are shown below:

Type of Change Number of Changes Products Notes
Added 8 1 Sequence, Cash Management – 0.20
2 Luminary, Estate Planning – 1.64
3. SiGMiX, E-Signature – 3.45
4 CashmereAI, Advisor Lead Gen – 0
5 RegVerse, Compliance – 0
6 Capitaliz, Business Valuation – 0
7 BizEquity, Business Valuation – 0
8 Estate View, Estate Planning – 0
Removed
New Category 1 Business Valuation
Category Name Change
Category Changes
Category Removed
Scores Updated  21 1   55IP, Rebalancing Only,   2.85
2   AdvicePay, Advisory Fee Billing,  7.71
3   AtlasPoint, Behavioral Assessments,   6.23
4   CopyTalk, Client Meeting Support,   7.52
5   DNA Behavior, Behavioral Assessments,   6.31
6   Docupace, Workflow Support,   8.65
7   ENV2, All-in-One,  8.39
8   FinancialAdvisors.com, Advisor Lead Gen,   0
9   Flourish Cash, Cash Management,   6.99
10  GReminders, Schedule Apps,   8.25
11  HeyKyra, Sales Enablement,   4.10
12  Kwanti, Investment Data/Analytics,   6.08
13  MacroRisk, Stress Testing,   1.00
14  MobileAssistant, Client Mtg  Support,  7.57
15  PreciseFP, Client Data Gathering,  8.54
16  Presults, Communication Archiving,  4.53
17  Protractor, CRM,  5.36
18  Right Capital, Financial Planning,  6.34
19  StockOpter, Tax,  .30
20  Tamarac, All-in-One,  8.31
21  WealthAccess, Data Warehousing,   9.11
The score represents the NEW score for each product.  The up (green) or down (red) arrows indicate increasing or decreasing scores as a result of new data received either by survey or direct communication or research.  
Total Vendor Inventory Total: 494

 

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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