Building Resilient RIA Tech Stacks 2025

Discover how to future-proof your firm’s technology infrastructure with insights from Craig Iskowitz, CEO of Ezra Group. In this May 2025 presentation, delivered at the AdvisorEngine Drive conference, Craig walks through the latest trends in AdvisorTech, how to evaluate and integrate vendors new applications, and best practices for building a tech stack that supports long-term growth, efficiency, and advisor satisfaction.

Whether you’re rethinking your CRM strategy, facing integration challenges, or navigating an increasingly complex vendor landscape, this guide offers actionable frameworks and expert analysis to help RIAs make smarter, more resilient technology decisions.

Download now to access:

  1. Strategic guidance on tech stack planning

  2. Vendor evaluation scorecards

  3. Integration best practices

  4. Real-world examples and benchmarks

  5. A breakdown of the Kitces-Ezra Group AdvisorTech Map

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Copyright © 2025 Ezra Group LLC. All Rights Reserved

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Changing an applications category can recalculate scores for all products of the “new category” and “old category” if the product becomes the highest number of integrations with key apps and non-key apps. Please proceed with caution in making changes to the application category. The updated calculations take effect after you submit changes of the form. 

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