Welcome to the WealthTech Integration Score Product Portal!
WealthTech Integration Score Product Portal
The purpose of the portal is to enable software providers to directly update the information we have on their product’s integrations with other applications. Once we receive updated information, it will be reviewed by an Ezra Group admin and then your product’s integration score will automatically be updated on our website, ezragroup.com
Register As a New User
Our system supports access by one or more users from each vendor. Each user must receive a registration email from Ezra Group which will include a link to create their account.
Once registered, each user will be able to login to the portal using their email as the username by following this link.
You will be able to login to the portal using the email.
If you haven’t received an email from us after 48 hours, please contact us at: Integrations@ezragroup.com
What Do Integration Status Mean?
After you log into the portal, you will see one or more applications (if your company has multiple products) as shown in the screen in Figure 1 below.
On the Applications List Screen, you will see each application from your company that is registered with Ezra Group along with its category, current integration score, the total number of integrations we have logged, the status and the last time any updates were made.
An application can have one of the following status:
Approved
The changes were approved and the score was updated.
Rejected
The changes were rejected.
Pending
Changes were submitted and are under review.
Unsubmitted
Changes were made and saved, but not submitted. You need to go to the edit screen and click the Submit button to submit the changes.
How Do I Update My Integration Data?
Users will be able edit the data for a product’s integrations.
From the Application List Screen, click on the name of an application to open the View\Edit Screen (sample screens shown).
From the View\Edit Screen, click the Edit Application button.
Edit\update any data.
Add any new integrations in question 4 by typing directly into the application box. The system will search as you type and display the application names for you to select from.
For each application integration, select the integration level (1 to 5): 1 - Single Sign On 2 - Ability to Access Functionality 3 - One Direction Data Transfer 4 - Bi-Directional Data Transfer 5 - Bi-Directional Data Transfer PLUS one or more additional actions. Selecting this level requires entering an explanation of why a 5 score is appropriate, which will be reviewed by Ezra Group.
If there is one or more applications you are integrated with that are not in the list, use the Additional Integrations question to add them.
Update the API and Tools questions. All of these questions are mandatory, but some can be answered No.
When you are finished with your updates, click the Submit button to send them for review.
All updates must be approved by an Ezra Group administrator. Once they are approved, your product’s score will be updated on our website and you will receive a confirmation email.
What Do Integration Status Mean?
After you log into the portal, you will see one or more applications (if your company has multiple products) as shown in the screen in Figure 1 below.
On the Applications List Screen, you will see each application from your company that is registered with Ezra Group along with its category, current integration score, the total number of integrations we have logged, the status and the last time any updates were made.
An application can have one of the following status:
Approved
The changes were approved and the score was updated.
Rejected
The changes were rejected.
Pending
Changes were submitted and are under review.
Unsubmitted
Changes were made and saved, but not submitted. You need to go to the edit screen and click the Submit button to submit the changes.
View Integration Data
Users will be able to view the data for a product’s integrations.
From the Application List Screen, click on the name of an application to open the View\Edit Screen (sample screens shown below).
Scroll through the View\Edit Screen to view and or edit any of the data we have on your application’s integrations.
You will see the following:
- Application Name
- Primary Category
- Total number of integrations
- List of applications your product is integration with along with their corresponding integration level
- Other Integrations? Yes/No
- APIs and Tools – Yes\No Questions
How Do I Update My Integration Data?
Users will be able edit the data for a product’s integrations.
From the Application List Screen, click on the name of an application to open the View\Edit Screen (sample screens shown).
From the View\Edit Screen, click the Edit Application button.
Edit\update any data.
Add any new integrations in question 4 by typing directly into the application box. The system will search as you type and display the application names for you to select from.
For each application integration, select the integration level (1 to 5): 1 - Single Sign On 2 - Ability to Access Functionality 3 - One Direction Data Transfer 4 - Bi-Directional Data Transfer 5 - Bi-Directional Data Transfer PLUS one or more additional actions. Selecting this level requires entering an explanation of why a 5 score is appropriate, which will be reviewed by Ezra Group.
If there is one or more applications you are integrated with that are not in the list, use the Additional Integrations question to add them.
Update the API and Tools questions. All of these questions are mandatory, but some can be answered No.
When you are finished with your updates, click the Submit button to send them for review.
All updates must be approved by an Ezra Group administrator. Once they are approved, your product’s score will be updated on our website and you will receive a confirmation email.
Frequently Asked Questions (FAQ)
Will our application’s score be updated if we only save the changes but don't submit them?
No
Will our application’s score be automatically updated if we add a new integration and submit the changes?
Yes, your score will be updated, but only after it is approved by an Ezra Group admin
How long does it take for an admin to approve our changes?
Usually within a few days.
Why can’t I change our product’s category?
Categories are set to match the Kitces\Ezra Group Advisortech Map. Please send all category change requests via email to integrations@ezragroup.com
The person who was registered for our product is no longer with the company. How do I replace him/her in the portal?
Please send an email to integrations@ezragroup.com with a request and the contact information for the new person who will manage your integration data.
Can I submit a new application to the portal?
No. You cannot submit new applications through the portal. Please send all requests for new applications to integrations@ezragroup.com. Make sure to include the application name, a brief description, and the category you believe it should be in. If accepted, we will also submit your application to be included in the Kitces/Ezra Group AdvisorTech Map and Directory. With the application name, a brief description, and optionally, the category you believe it should be in. Category selection is at the discretion of Michael Kitces and Craig Iskowitz
What if my changes are rejected?
You can return to the portal anytime, correct the issue and resubmit.
How do you rate the individual integrations?
Here are the definitions of the individual integration ratings:
- Single Sign On – After having signed on to the application being scored, it is possible to sign on to the other application with a single “click”. The login information is transferred from the scored app to the integrated app without the need to provide additional credentials. However, the two applications do not share or transfer data. This is the most common “integration” (in part because it is easy to implement).
- Ability to perform one or more functions from either of the applications while “inside” the other. Typically allows for creation/viewing of reports or iframes. Data is not transferred between the two applications.
- Transfer of (some) data from either application. The assumption is that the integrator will have determined which direction the data should move based upon the categories of the applications they are integrating with. For example, since CRMs are usually the golden source for contact data, this information should into other applications like financial planning, digital marketing, etc. Similarly, the score generated by risk tolerance applications should flow out and into CRM, financial planning, etc.
- Transfer of (some) data both to and from the applications (aka bidirectional sync). For example some client data entered into a CRM can be transferred to a financial planning app, which could also send data back into the CRM. Bidirectional transfers are almost always implemented via GET and POST API calls.
- This is the highest level of integration and means that not only is data transferred to and from the applications, but that the receiving application does something more than just store or display the data. For example, it might automatically kick off a workflow process, or display it in a manner that is unique to this integration. Typically to achieve a 5 rating both the app vendor and the vendor of the app being integrated have to spend development resources in what is often a ‘partner’ relationship. Striving to make every integration a “Level 5” is likely not an effective use of development resources.
