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.
Warning!
You are changing the category of the product application.
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.