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 integrations by completing a survey.  Each new product application was evaluated by our research team and the data was fed into our algorithm to generate its integration score.  You can see the entire library of applications and corresponding scores on the Integration Score page on our website. You can learn more about how we calculate the WealthTech Integration Scores here.

During the month of April, our research team will be revisiting all scores over 2.0 to review and adjust scores with updated data.  Your score may be impacted by this refresh. If you have not completed a survey in 2024, we encourage all vendors to complete a new survey to ensure we have the most accurate data available to ensure your product scores are shown in their best light.  We will begin updated scores mid-late April.

 

The April Advisortech map updates are shown below:

 

Type of Change Number of Changes Products Notes
Added 10
  1. Wealth Management GPT – AI Assistant – 0
  2. LeadCenter – Digital Marketing – 4.57
  3. ComparisonAdvisor – Advisor Lead Gen – 0
  4. Currence – Cash Flow Management – 0
  5. WealthFeed – Advisor Lead Gen – 4.45
  6. Wealth.com – Estate Planning – 2.45
  7. Osyte – Portfolio Management – .10
  8. Reflect – ESG/SRI Investments – 0
  9. leafplanner – Client Portal – 0
  10. Advisors Assistant – CRM – 4.93
Removed N/A
New Category N/A
Category Name Change N/A
Category Changes N/A
Category Removed N/A
Scores Updated 3
  1. AdvicePay – Presurvey 4.27, Postsurvey 7.06
  2. Marstone – Presurvey 7.50, Postsurvey 7.37
  3. AdvicePay – Presurvey 7.71, Postsurvey 7.72
Total Vendor Inventory Total: 504

 

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. 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.

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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