Ep. 157: Don’t Go Broke! Tips for Keeping Tech¬†Vendors in Line with Jason Albino, Grove Point Financial

Companies Mentioned Docupace [11:00] Envestnet [30:30] FIS [19:00] Kestra Financial [01:38] Topics Mentioned How to Know It’s Time to Replace Major Software Applications? Evaluation Criteria for Software Vendor Selection Why You Need a Technology Governance Committee Gathering Advisor Feedback Tips for Vetting Software Vendors Upgrade Versus Replace Software Vendor Horror Stories Episode Transcript Come on […]

Ep. 133: March WealthTech News Roundup

Come on in, sit back, relax and enjoy episode 133 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 17 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]

Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo/Docupace

“We talk about avoiding adverse outcomes from regulatory scrutiny, and that’s important and that does cost money. But the other side of things is we have to help our clients build a process that is convincing, and that when FINRA looks in they have comfort and confidence that it’s being managed. So one of the […]

How to Build an RIA Tech Stack That Gets Results

financial advisor technology

There’s no right or wrong way to build a tech stack. What matters is whether it helps your business grow or not. ¬†We’ve worked with hundreds of wealth management firms and while there’s a lot of overlap, there’s still a lot of differences, especially around how each application is used, which part of the workflow […]

Ep. 114: October WealthTech News Roundup

Come on in, sit back, relax and enjoy episode 114 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 16 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]

Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup

Alexander Graham Bell made the famous announcement, “When one door closes, another opens.” While this may seem quaintly optimistic, many world-famous scientists and entrepreneurs who struggled through years or decades of failure have spoken about learning from their mistakes to reach success. Bell himself had many failures and setbacks in both his career and private […]