WealthTech Today

The post Ep. 137: Scalable Tax Planning for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz.

Come on in, sit back and relax, you’re listening to episode 137 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. 137: Scalable Tax Planning for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz.

The post Ep. 136: April WealthTech News Roundup appeared first on and was written by Craig Iskowitz.

Come on in, sit back, relax and enjoy episode 136 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 17 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]

The post Ep. 136: April WealthTech News Roundup appeared first on and was written by Craig Iskowitz.

The post Ep. 135: 3 Reasons to Diversify Your Data Aggregation Providers with Randy Lambert, Orion Advisor Solutions appeared first on and was written by Craig Iskowitz.

“I’ll use a wealth management term, you want to diversify your portfolio, and so one of the things early on at Orion, we didn’t have a lot of options in terms of data aggregators, but over the years, we’ve learned to not put all of our eggs into one basket and to make sure that […]

The post Ep. 135: 3 Reasons to Diversify Your Data Aggregation Providers with Randy Lambert, Orion Advisor Solutions appeared first on and was written by Craig Iskowitz.

The post Ep. 134: The Anatomy of a Healthy Client Data Infrastructure with Don McHenry, ByAllAccounts appeared first on and was written by Craig Iskowitz.

“The data consumption model has changed over the years from primarily web based access to a lot more API’s and direct feeds. The processing of the data has evolved as well, whether it’s for performance reporting or direct to investor, as the needs of the user to view a net worth of their accounts. That’s […]

The post Ep. 134: The Anatomy of a Healthy Client Data Infrastructure with Don McHenry, ByAllAccounts appeared first on and was written by Craig Iskowitz.

The post Ep. 133: March WealthTech News Roundup appeared first on and was written by Craig Iskowitz.

Come on in, sit back, relax and enjoy episode 133 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 17 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]

The post Ep. 133: March WealthTech News Roundup appeared first on and was written by Craig Iskowitz.

The post Ep. 132: Why a Data Warehouse Strategy is Table Stakes with Randy Bullard, Charles River Development appeared first on and was written by Craig Iskowitz.

 “When we have that kind of conversation, everybody agrees oh my gosh, if you can use that data then add value in tax management, that’s fantastic. And then the next question is, Okay, so where does that data live in your organization? And the eyes glaze and roll back. Most firms have not really thought […]

The post Ep. 132: Why a Data Warehouse Strategy is Table Stakes with Randy Bullard, Charles River Development appeared first on and was written by Craig Iskowitz.

The post Ep. 131: The Tower of Babel Webinar Recap with Jeff Marsden, Xtiva 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 131 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]

The post Ep. 131: The Tower of Babel Webinar Recap with Jeff Marsden, Xtiva appeared first on and was written by Craig Iskowitz.

The post Ep. 130: The Perils of Layering Multiple Data Source, with Rob Klapprodt, Vestmark appeared first on and was written by Craig Iskowitz.

“Now, you and I both remember the cost basis legislation, that was a while ago. Since then, at least there is a source of good accurate cost basis information. But to this day, we see situations where firms have layered on a portfolio management or rebalancing or trading system on top of a core system […]

The post Ep. 130: The Perils of Layering Multiple Data Source, with Rob Klapprodt, Vestmark appeared first on and was written by Craig Iskowitz.

The post Ep. 129: Garbage In, Garbage Out – Getting Your Client Data in Good Order with John Mackowiak appeared first on and was written by Elana Iskowitz.

“I think when we look at recommendations, best practices, at the end of the day, these projects are garbage in, garbage out. You do want to do everything you can on the front end to make sure that your data is in good order, before providing it to a new provider for migration. Throw us […]

The post Ep. 129: Garbage In, Garbage Out – Getting Your Client Data in Good Order with John Mackowiak appeared first on and was written by Elana Iskowitz.

The post Ep. 128: February WealthTech News appeared first on and was written by Elana Iskowitz.

Come on in, sit back, relax and enjoy episode 128 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 17 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]

The post Ep. 128: February WealthTech News appeared first on and was written by Elana Iskowitz.