WealthTech Today

The post Ep. 157: Don’t Go Broke! Tips for Keeping Tech Vendors in Line with Jason Albino, Grove Point Financial appeared first on and was written by Elana Iskowitz.

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 […]

The post Ep. 157: Don’t Go Broke! Tips for Keeping Tech Vendors in Line with Jason Albino, Grove Point Financial appeared first on and was written by Elana Iskowitz.

The post Ep. 156: August WealthTech News appeared first on and was written by Elana Iskowitz.

Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Companies Mentioned Advisor Stream [25:40] Apex Clearing [07:20] Betterment [08:00] Broadridge [25:40] Docupace [02:05] Envestnet [02:05] Fidelity [10:35] FMG [16:50] Hearsay Social [25:40] Hootsuite [20:10] HubSpot [18:50] Marketo [18:50] Morningstar […]

The post Ep. 156: August WealthTech News appeared first on and was written by Elana Iskowitz.

The post Ep. 155: Understanding Advisor Personas Makes Better Software with Sean Brown, YCharts appeared first on and was written by Elana Iskowitz.

Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in and sit back and relax, listen to episode 155 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting. This podcast features […]

The post Ep. 155: Understanding Advisor Personas Makes Better Software with Sean Brown, YCharts appeared first on and was written by Elana Iskowitz.

The post Ep. 154: Embracing External Trends in the TAMP Space with Daniel Needham, Morningstar appeared first on and was written by Craig Iskowitz.

Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in and sit back and relax, listen to episode 154 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting. And this podcast […]

The post Ep. 154: Embracing External Trends in the TAMP Space with Daniel Needham, Morningstar appeared first on and was written by Craig Iskowitz.

The post Ep. 153: When to Switch Technology Vendors with Natalie Wolfsen, AssetMark appeared first on and was written by Craig Iskowitz.

Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in and sit back and relax, listen to episode 153 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting. And this podcast […]

The post Ep. 153: When to Switch Technology Vendors with Natalie Wolfsen, AssetMark appeared first on and was written by Craig Iskowitz.

The post Ep. 152: We Want to be the Shopify of TAMPs with Evan Rapoport, SMArtX appeared first on and was written by Craig Iskowitz.

Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in and sit back and relax, listen to episode 152 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting. And this podcast […]

The post Ep. 152: We Want to be the Shopify of TAMPs with Evan Rapoport, SMArtX appeared first on and was written by Craig Iskowitz.

The post Ep. 151: July WealthTech News appeared first on and was written by Craig Iskowitz.

Companies Mentioned Adelia Risk [29:45] Advisor360 [27:10] AdvisorCash [32:50] AdvisorGroup [22:05] AdvisorStream [9:45] American Century 24:40 Beacon Point [19:25] Bento Engine [06:40] Broadridge [09:45] Carson Group [17:50] Catchlight [12:00] Commonwealth Financial Network [27:30] Corvee [30:15] Creative Planning [19:25] DocuPace [22:00] Dropbox [10:47] Dynasty Financial [17:00] Echelon Partners [19:30] Envestnet [01:40] Fidelity [12:30] Financial Services Network […]

The post Ep. 151: July WealthTech News appeared first on and was written by Craig Iskowitz.

The post Ep. 150: How to Avoid Noise in ESG Data with Elena Philipova, Refinitiv appeared first on and was written by Craig Iskowitz.

Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 150 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]

The post Ep. 150: How to Avoid Noise in ESG Data with Elena Philipova, Refinitiv appeared first on and was written by Craig Iskowitz.

The post Ep. 149: ESG Data is Only Valuable When People Can Trust It, with Clarity AI appeared first on and was written by Craig Iskowitz.

Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 149 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]

The post Ep. 149: ESG Data is Only Valuable When People Can Trust It, with Clarity AI appeared first on and was written by Craig Iskowitz.

The post Ep. 148: Bringing Consensus to ESG Data with Ben Webster, OWL ESG appeared first on and was written by Craig Iskowitz.

Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 148 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]

The post Ep. 148: Bringing Consensus to ESG Data with Ben Webster, OWL ESG appeared first on and was written by Craig Iskowitz.