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Building Resilient RIA Tech Stacks
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.
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Strategic guidance on tech stack planning
Vendor evaluation scorecards
Integration best practices
Real-world examples and benchmarks
A breakdown of the Kitces-Ezra Group AdvisorTech Map
Unlock your access to the case study to see Ezra Group's recommendations led to a 300% increase in sales.
CEO and Founder
Craig Iskowitz is a business and technology strategy consultant who is a recognized expert on fee-based advisory platforms and wealth management technology.
