WealthTech Integration Score Recognition Program

We launched the Ezra Group WealthTech Integration Score Recognition Program to offer software providers the ability to promote their outstanding integration capabilities, as verified by Ezra Group.

The program enables your entire organization to leverage the benefits of this industry standard.

  • An Ezra Group digital badge validates your product’s integration capabilities.
  • Amplifies your brand and increases audience reach.
  • Helps to boost prospect opportunities.
  • Supports new providers in building a reliable and compatible technology stack.
  • Empowers established wealth management firms when adding a new application to their existing environments.
  • Provides clarity to connection by increasing transparency around integrations.

Program Benefits

Membership in the Ezra Group WealthTech Integration Score Recognition Program provides a range of benefits:

    1. Badge – A license to use the awarded Ezra Group WealthTech Integration Score Badge in your branded marketing materials, email campaigns, press releases, social media, website and more!
    2. Custom Marketing Content – Members can display custom marketing content on the WealthTech Integration Score Landing Page on EzraGroup.com. 

    3. Quarterly Research Calls – Invitation to our quarterly virtual research calls where the Ezra Group Research Team will share data, analysis, and perspective on both integrations and broader wealthtech trends.
    4. Access to Ezra Group Research –Members can download Ezra Group research reports from the members access section of the website
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