Total Number of Applications Scored
EZRA GROUP
WealthTech
Integration Score
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Median Integration Score
TOTAL NUMBER OF
INTEGRATIONS
Rated WeathTech Technologies
Nearly 5,000 Integrations Across 500 Applications in 10 Categories
“Today, the “killer feature” for WealthTech is the ability to seamless integrate with other platforms.
The WealthTech Integration Score provides advisors with a simple, powerful way to evaluate solutions based on their ability to pass data back and forth.
This objective clarity for advisors is as powerful as it is simple. And for technology providers, the Score provides an opportunity to display critical differentiation in a sea of options.”
Michael Kitces, Kitces.com
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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 wealthtech space. The methodology was developed by Ezra Group by leveraging our 20+ years of experience deploying, supporting and integrating wealthtech solutions.
Ezra Group’s WealthTech Integration score helps you choose advisor software with confidence.
Wish your advisor experience was more seamless?
What software providers have a WealthTech Integration Score?
Ezra Group has calculated Integration Scores for nearly 5,000 integrations across 550 applications in over 40 categories, with more being added every day.
You can use the Ezra Group WealthTech Integration Scores to evaluate any software against others in their category.
Spending too much time in Excel?
How are WealthTech Integration Scores Calculated?
Applications are scored on a 10-point weighted scale relative to their category. A higher WealthTech Integration Score means that the application has broader and/or deeper integrations than others.
