Can You Control The Rings of Financial Empowerment?
Elana Iskowitz October 17, 2022
“Twas in the darkest depths of Mordor, I met a girl so fair. But Gollum, and the evil one crept up and slipped away with
Blog Posts
Wealth Management Today is published by Ezra Group. Here you’ll find articles, podcasts, and technology advice for wealth, asset, and investment management professionals. Topics include portfolio management, financial planning, technology and industry analysis.
October by the Numbers: An Update on the Ezra Group WealthTech Integration Score
Elana Iskowitz October 3, 2022
Welcome to the Ezra Group Wealthtech Integration Score™ Monthly Update. We want to be as transparent as possible by sharing application adds/deletes and category changes
How We Calculate the Ezra Group WealthTech Integration Score
Craig Iskowitz September 19, 2022
“Alone we can do so little. Together we can do so much.” — Helen Keller, American Author As of September 2022, the Kitces/Ezra Group Advisortech
Introducing the Ezra Group WealthTech Integration Score
Elana Iskowitz September 1, 2022
30% of advisors cite managing technology as their firm’s primary challenge. Cerulli Associates, U.S. Advisor Metrics 2021: Client Acquisition in the Digital Age Managing technology
7 Tips for Improving Your Firm’s Data Analytics
Craig Iskowitz August 23, 2022
It’s become a cliché that the amount of data being captured by the largest companies has been growing at an exponential rate. On average, data
How to Find The Business Intelligence Sweet Spot for Advisors
Craig Iskowitz August 1, 2022
“We are surrounded by data, but starved for insights.” — Jay Baer, marketing and customer experience expert We’re in an era of data generation unlike
3 Smart Strategies for Corralling Your Data Infrastructure
Craig Iskowitz March 23, 2022
“We’re entering a new world in which data may be more important than software.” – Tim O’Reilly, founder, O’Reilly Media “Data is the new oil,” is
Integration by Design: Building Flexible Data Platforms
Craig Iskowitz March 9, 2022
“Everything is designed. Few things are designed well” — Brian Reed, software developer & musician By definition, the concept of enterprise software design appears to
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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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