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, removed and changed on the Kitces Advisortech Map, created in partnership with Ezra Group.  This month ten new products were introduced to the Kitces Map.  Two vendors updated their product […]

Ep. 236: April WealthTech News

Come on in. Sit back and relax. You’re listening to episode 236 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, information, updates, and technology around wealth management. This is our April news roundup, we’ve got a lot to cover here. We’re […]