WealthTech Today
Wealth Management Today is brought to you by Ezra Group, a consulting firm specializing in management. This platform offers a range of resources, including articles, podcasts, and tech insights tailored for professionals in wealth, asset, and investment management. You'll discover content covering portfolio management, financial planning, technology trends, and industry analysis. Make sure to visit us weekly for fresh updates, and subscribe here to receive the latest information directly in your inbox.
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Articles
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1 week ago |
wealthtechtoday.com | Craig Iskowitz
AI notetakers are no longer just digital scribes. What started as passive transcription tools has rapidly evolved into proactive engines reshaping the advisor-client dynamic. These platforms are laying the foundation for an entirely new category of software: AI-native workflow orchestrators — and soon, intelligent agents that autonomously manage key aspects of the advisor workflow. These platforms are laying the foundation for an entirely new category of software: AI-native workflow orchestrators.
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2 weeks ago |
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
Podcast: Play in new window | Download | EmbedSubscribe: RSSAI is quickly moving from buzzword to business priority in wealth management. But how do you introduce AI tools into an enterprise platform that already serves 30,000 advisors—without breaking workflows or compliance guardrails?
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2 weeks ago |
wealthtechtoday.com | Craig Iskowitz
Some mistakes only become obvious in the rearview mirror. Like buying a CRM that looked sleek in the demo but crashes under the weight of real-world workflows. Or hiring a tech consultant who impressed in the pitch but failed to grasp your firm’sf operational complexity. If you’ve ever made a misstep like that, you’re not alone—and you’re not doomed to repeat it!That’s why we created the RIA Buyer’s Guide to Hiring a Wealth Management Technology Consultant. It’s not another generic checklist.
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3 weeks ago |
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
Since the WealthTech Integration Scores were launched in August of 2022, we have been steadily updating our database of vendors and products as they are added, removed and changed on the Kitces Advisortech Map, created in partnership with Ezra Group. We’re combining May and June in this post, so there are 28 total products added! Each one was evaluated by our research team and the data was fed into our algorithm to generate its integration score.
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3 weeks ago |
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
Podcast: Play in new window | Download | EmbedSubscribe: RSSIn this June News episode of WealthTech Today, we cover the latest industry developments shaking up the WealthTech landscape, including several significant acquisitions and strategic partnerships that signal major changes in the advisor technology ecosystem.
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