WealthTech Today

The post Ep. 147: June News Roundup appeared first on and was written by Craig Iskowitz.

Companies Mentioned Adhesion Wealth [02:30] Asset-Map [29:30] AssetMark [02:30] Brinker [11:00] CogniCore [21:10] Envestnet [04:05] First Ascent [10:45] FPalpha [29:30] fpPathfinder [29:30] Lumiant [27:37] Morningstar [11:00] Orion [07:38] Pershing [13:12] Right Capital [31:15] Sawtooth [08:50] Schwab [10:15] SEI [11:00] SigFig [07:55] Simplicity Group [09:30] TD Ameritrade [10:15] TIFIN [26:17] Vestmark [02:40] Wealth Simple [26:50] Topics […]

The post Ep. 147: June News Roundup appeared first on and was written by Craig Iskowitz.

The post Ep. 146: Leveraging Artificial Intelligence to Improve Prospecting for Advisors 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 145 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]

The post Ep. 146: Leveraging Artificial Intelligence to Improve Prospecting for Advisors appeared first on and was written by Craig Iskowitz.

The post Ep. 145: Big Data as a Service is the Next Big Thing in Artificial Intelligence 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 145 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]

The post Ep. 145: Big Data as a Service is the Next Big Thing in Artificial Intelligence appeared first on and was written by Craig Iskowitz.

The post Ep. 144: Artificial Intelligence Powered CRM with Brian McLaughlin, Redtail Technology  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 144 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]

The post Ep. 144: Artificial Intelligence Powered CRM with Brian McLaughlin, Redtail Technology  appeared first on and was written by Craig Iskowitz.

The post Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference appeared first on and was written by Craig Iskowitz.

Hey, come on in. Welcome. Sit back and relax. You’re listening to our May News for the WealthToday podcast. I’m your host Craig Iskowitz, founder of Ezra Group consulting. And our May News this month is all about the T3 conference, held May 2-4 outside of Dallas, Texas, a city that I love to visit, […]

The post Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference appeared first on and was written by Craig Iskowitz.

The post Ep. 142: Connecting the Dots by Acquiring the Right Data with Bill Crager appeared first on and was written by Craig Iskowitz.

Come on in, sit back and relax, you’re listening to episode 142 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting, and this podcast features interviews, news, and analysis on the trends and best practices all around wealth management technology. This episode I was at the Envestnet Advisor Summit […]

The post Ep. 142: Connecting the Dots by Acquiring the Right Data with Bill Crager appeared first on and was written by Craig Iskowitz.

The post Ep. 141: The Anatomy of 401(k) Trading with Dave Goldman, Pontera appeared first on and was written by Craig Iskowitz.

Come on in, sit back and relax, you’re listening to episode 141 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting, and this podcast features interviews, news, and analysis on the trends and best practices all around wealth management technology. Our theme for this month is startups, we have […]

The post Ep. 141: The Anatomy of 401(k) Trading with Dave Goldman, Pontera appeared first on and was written by Craig Iskowitz.

The post Ep. 140: Automating Advisor Workflows with Anand Sheth, Pulse360 appeared first on and was written by Craig Iskowitz.

Come on in, sit back and relax, you’re listening to episode 140 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting, and this podcast features interviews, news, and analysis on the trends and best practices all around wealth management technology. Our theme for this month is startups, we went […]

The post Ep. 140: Automating Advisor Workflows with Anand Sheth, Pulse360 appeared first on and was written by Craig Iskowitz.

The post Ep. 139: The Connective Tissue Between Processes and Technology, with Matt Reiner, benjamin appeared first on and was written by Craig Iskowitz.

Come on in, sit back and relax, you’re listening to episode 139 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting, and this podcast features interviews, news, and analysis on the trends and best practices all around wealth management technology. Our theme for this month is startups, we went […]

The post Ep. 139: The Connective Tissue Between Processes and Technology, with Matt Reiner, benjamin appeared first on and was written by Craig Iskowitz.

The post Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt appeared first on and was written by Craig Iskowitz.

This is a bonus episode that we recorded after the news dropped today about Orion Advisor buying Redtail Technology.  With no preparation and at great personal expense, Kristen Schmidt and I had a discussion about the ramifications of this deal for customers, partners and competitors.  We also covered messaging from Redtail, current CRM market share, […]

The post Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt appeared first on and was written by Craig Iskowitz.