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Independent score · No pay-to-rank · How it works
Products are scored on a 10-point scale based on breadth, depth and useability of integrations. A higher score means the product connects more broadly and deeply across the WealthTech ecosystem.
The WealthTech Integration Score tells you how well a product connects with other applications across the advisor technology ecosystem—how many integrations it has, how deep those integrations go beyond basic sign-on, and how well the vendor supports developers and firms that need to work with them.
Whether a specific integration fits your stack / Performance under your firm's volume / Vendor support for custom configurations
The score is a starting point—not a substitute for due diligence.
Applications scored
Integrations tracked
Categories
If your tech stack isn’t working the way it should, we can help you figure out what to fix first.
The WealthTech Integration Score provides advisors with a simple, powerful way to evaluate solutions based on their ability to pass data back and forth. 
Michael Kitces, Kitces.com
Your integration data drives your score. Keep it accurate, find ways to strengthen it, or put it to work in sales and marketing.
Log in to review your current integration data and submit updates.
Learn which integrations matter most and how to improve your score over time.
Leverage our recognition programs, badges, and verified scores in marketing and partner conversations.
Workarounds usually mean your platforms aren’t connected the way they should be.
If you know what’s broken but need help fixing it, we can lead the implementation work.
Ezra Group helps wealth firms make sense of tech stack decisions.
Want to understand how your platform scored or how to improve?
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.
