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. 232: March WealthTech News

Come on in. Sit back and relax. You’re listening to episode 232 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 March news roundup, where I read the news give you my […]

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 […]

Ep. 228: February Wealthtech News

Come on in. Sit back and relax. You’re listening to episode 228 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. You are going to love this episode. It’s our February news, and we’ve got […]

February 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, thirteen new products and one new category were added to the map. Each one was […]

Ep. 225: The Breakaway Blueprint w/ Phil Rogerson and Brian Daley, Tamarac

Come on in and sit back and relax. You’re listening to Episode 225 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.   This episode is part of our breakaway advisor […]

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 […]