June by the Numbers: An Update on the Ezra Group WealthTech Integration Score
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 and changed on the Kitces Advisortech Map, created in partnership with Ezra Group. This month, six new products were added to the map. Each one was evaluated by our research […]
4 Benefits of a 360-Degree Client View
“Without data you’re just another person with an opinion.” –- W. Edwards Deming, Statistician, Professor, Author, Lecturer, and Consultant According to a recent report on the wealth management by Deloitte, advisor preferences are changing due to evolving technology and the availability of accurate, relevant data at their fingertips. The most effective advisors are able to […]
