August by the Numbers: An Update on the Ezra Group WealthTech Integration Score

It’s been an exhilarating journey as we mark the one-year anniversary of the launch of Ezra Group WealthTech Integration Scores! Over the past year, our innovative research platform has reshaped the landscape of wealth management technology, empowering professionals to make more informed decisions and driving increased transparency of integration capabilities. As we celebrate this milestone, […]

25 Awesome Financial Advisor Technology Tools – Winterberg

Financial Advisor Technology Tools

Armies of technology vendors seem to be converging on the wealth management industry offering cloud-based services to automate every task a financial advisor could ever think of. These tools can help advisors connect and communicate with clients and prospects anywhere in the world.  But which ones are best for your needs? The myriad choices can […]