Integration Scoring

Wealth Management Today is published by Ezra Group, a management consulting firm. 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. Check back every week for new content and sign up here to get the latest in your inbox.

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,

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

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

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

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

November WealthTech Integration Score Update

Since the WealthTech Integration Scores were launched August 2022, we have been steadily updating our database of vendors and products as they are added, removed

October 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