May by the Numbers: An Update on the Ezra Group WealthTech Integration Score
Welcome to the Ezra Group Wealthtech Integration Score™ Monthly Update where we share application adds/deletes and category changes that may affect the ranking of wealthtech products. If you are a vendor and have questions about why your score changed, or what’s happening in your category, please refer to the list of resources at the bottom […]
The Advisor’s Almanac: A Growth Guide for Advice Practices
There are no gardening mistakes, only experiments. — Janet Kilburn Philips New digital solutions have harbored a financial advice boom, flooding the market with previously untapped investors. Financial advice clients are at an all time high of over 64 million, but that doesn’t make growth for every RIA a given. Expanding an advice practice in […]
Ep 184: May WealthTech News
Come on in, sit back and relax. You’re listening to episode 184 of the WeathTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting, and this podcast features, interviews, news and analysis on the trends and best practices all around wealth management technology. And this is our main news roundup, and there’s […]
Onboarding Elephants: Fintech Strategies for Tier 1 Clients
Congratulations, signing a tier 1 enterprise client (an elephant) is huge! You should all spend some time high-fiving one another and sharing a glass of champagne. But don’t celebrate too long; the hard work is just beginning. Welcome to Elephant Onboarding – a guide for fintech CEO’s to successfully launch top tier financial institutions. As […]
April by the Numbers: An Update on the Ezra Group WealthTech Integration Score
Welcome to the Ezra Group Wealthtech Integration Score™ Monthly Update where we share application adds/deletes and category changes that may affect the ranking of wealthtech products. If you are a vendor and have questions about why your score changed, or what’s happening in your category, please refer to the list of resources at the bottom […]
4 Tips to Detox, Cleanse and Validate Your Data
In the relentless pursuit to provide better services and simultaneously better understand their customers, wealth management firms are splurging on data. 78% of companies said they plan to use more market and reference data over the coming 12 months, according to a survey by global data and technology vendor, Refinitiv, a company that manages 90 […]
Pontera Adds Integrations with Envestnet and AssetBook to Enable Direct Trading in 401(k) Accounts
Every so often a new tech solution comes along that makes you say, “why did no one think of this before?!” This what I said to myself when I first heard of Pontera and their technology enabling advisors to trade directly in 401(k) and other retirement accounts. It has revolutionized how advisors interact with assets […]
Smart Strategies for Success When Selling Software to Broker-Dealers
“Don’t sell your product, solve their problems.” –Mark Cuban I’ve spent the past two decades working with companies on both the buy side and sell side of fintech and have picked up more than a few tips on what works best when it comes to marketing and selling software in the wealth management space. One […]
