Rated WeathTech Technologies
Nearly 5,000 Integrations Across 500 Applications in 10 Categories
What is the WealthTech Integration Score?
The score is designed to be an objective measurement of an
application’s ability to integrate with other applications in the
7odoloav was developed by Ezro
Group by leveraging our 20+ years of experience deploying
But most of the time they don’t.
Ezra Group is uniquely experienced in building proven technology solutions for growing RIAs.
Testimonial
Ezra Group is uniquely experienced in building proven technology solutions for growing RIAs. Their team consistently delivered innovative solutions tailored to our business needs, demonstrating both technical expertise and a deep understanding of our industry. They have been instrumental in helping us shorten the cycle on onboarding new technology, significantly improving our operational efficiency.
Ezra Group Proven Process
Assess &
Plan
Ezra Group offers a comprehensive Current State assessment that evaluates vour current solutions within the context of your goals.
This Assessment includes quick-wins, prioritized initiatives and benchmarks of how vour firm stacks against others.
Critically, the Assessment also includes a plan to accelerate the development and adoption of your own unique technology stack.
Investment: $25,000
Implement &
Optimize
With an established technology strategy, Ezra Group moves swiftly into implementation, based upon your priorities.
Your personalized technology strategy includes some or all of the following:
- Appliation Evaluation and Selection
- Back Office Operations Optimization
- CRM Workflow Design & Deployment
- Software Implementations & Adoption Strategies
- Application Integrations
- RIA Acquisition Integration Process Improvement
- Data Warehouse Design, Build, & Optimization
Serving as your “Fractional Chief Technology Officer” (FRACTO), we offer two levels of service, dependent on how fast you’re looking to move. (Six month commitment required)
FRACTO Retailer: $12,500/mo.
Half FRACTO Retainer: $6,250/mo.
There is no perfect tech stack.
Ezra Group advises RIAS across dozens of technology options, including:
Operations
From CRM migrations to data warehousing and more. Ezra Group helps your team find the ideal tech stack for optimum performance.
Client Engagement
You're only good as your ability to delight your clients. Ezra Group has deep expertise with the platforms used by the top RIAs.
Financial Planning
Financial success requires financial planning that's as powerful as it is flexible. Ezra Group benchmarks today's providers for simple selection and faster adoption.
Investment Management
Moving at the speed of today's markets means having the right stack in place. Ezra Group ensures your technology matches the velocity of the market.
Business Development
When you've signed a new client, you've just lost you best prospect. Find who's next with vetted business development software options tailored for RIAs
