April WealthTech Integration Score Update

Since the WealthTech Integration Scores were launched in August 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 ten new products were introduced to the Kitces Map.  Two vendors updated their product […]

Ep. 236: April WealthTech News

Come on in. Sit back and relax. You’re listening to episode 236 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, information, updates, and technology around wealth management. This is our April news roundup, we’ve got a lot to cover here. We’re […]

Ep. 235: BetaNXT’s Evolution: From Data-as-a-Service to Operational Support Essentials

Come on in and sit back and relax. You’re listening to Episode 235 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology.   My guest for this episode was Stephen Daffron, […]

Scope Creep or Strategic Growth? Wealthtech Expansion Drives Need for Better Integration

“It’s not about faith in technology. It’s about faith in people.” — Steve Jobs, co-founder and former CEO of Apple The wealth management landscape is in a state of flux. With rising client expectations and a relentless drive for efficiency, Registered Investment Advisors (RIAs) are increasingly turning to wealthtech solutions to streamline operations, automate tasks, […]

Ep. 234: A Deep Dive Into Pershing’s Product Strategy with Sareena Dalla Brookshire

Come on in and sit back and relax. You’re listening to Episode 234 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology.   My guest on this episode was Pershing’s Chief […]