Podcast appearances and mentions of craig iskowitz

In pursuing an optimized tech stack, wealth management firms are engaged in a relentless game of integrating and coordinating their operating systems. From sophisticated analytics tools to artificial intelligence-driven platforms, these advancements hold immense potential for both financial advisors and their clients. As the trend gains momentum, firms realize the need for comprehensive and strategic approaches to their technological infrastructure. In this episode, Jack talks with Craig Iskowitz, Founder and CEO of Ezra Group, a strategy consulting firm providing technology and business advice to banks, broker-dealers, asset managers, private equity, and fintech firms. In addition to providing customized solutions to the wealth management industry, Craig publishes WTToday, a blog offering the latest insight on technology for wealth, asset, and investment management professionals. Craig also hosts the WealthTech Today podcast, where he discusses, dissects, and debates the latest news and trends in wealth management technology. A business and technology strategy consultant, Craig talks to Jack about the latest trends in wealth management technology and the challenges that firms face in implementing new technology. He also shares his insights on the shift toward more advanced wealth management platforms and how the game is on for integrating and coordinating wealth advisor operating systems. Key Takeaways [01:21] - What makes up the Ezra Group? [02:25] - Craig's backstory and experience in the wealthtech industry. [04:14] - The impact of COVID on Ezra Group. [07:41] - An introduction to Pershing's Wove platform. [10:14] - Craig's advice for legacy firms with tech debt. [11:19] - The trend toward more advanced wealth management platforms. [15:03] - The importance of coordinated capabilities in improving user experience. [17:25] - What the future holds for the wealthtech industry.  [21:07] - How the game is on for integrating and coordinating wealth advisor operating systems. [22:12] - Craig's three key takeaways. [26:23] - Craig's interests outside of work. Quotes [22:32] - "If you're an enterprise wealth management firm, we always recommend setting up an annual tech stack review. Get the stakeholders from across the company and go top to bottom through your tech stack." ~ Craig Iskowitz  [23:40] - "Most wealth management firms barely use 20% of the feature functionality of the software they're using. But they're paying for 100%." ~ Craig Iskowitz  [24:39] - "Do not put your private company data into ChatGPT or any other GPTs. If you let your internal company documents, spreadsheets, or even client PII paste into ChatGPT, they own that data and can use it to generate new content for someone else." ~ Craig Iskowitz  Links  Craig Iskowitz on LinkedIn Craig Iskowitz on Twitter Ezra Group Morningstar Orion Advisor Solutions Pershing Riskalyze Advisor Group LPL Financial  Cetera Financial Group Wove | Pershing X Envestnet | Tamarac Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Join Ned and special guest Craig Iskowitz, Founder and CEO of Ezra Group and fellow Podcaster, as they dive into the world of WealthTech on this captivating episode of WealthTech Unwrapped. Discover the potential for enhancing wealth, asset, and investment management through technological advancements.Key Takeaways:1) In general, the WealthTech industry is performing well with the available backend technologies and is continually evolving.2) The United States exhibits notable innovation in specific technology sectors, partially attributed to its capitalist system, free market, private property rights, and relatively limited government intervention.Don't miss out on this enlightening discussion, exclusively on WealthTech Unwrapped! Tune in now!

Financial technology is going through a new wave of change, with artificial intelligence – or AI – taking the world by storm. But the wealth tech space is already incredibly complex, with literally hundreds of tech providers battling for market share across the advisor workflow. So, what does Ezra Group, a prominent WealthTech consultant, have to say about this? How can we get ahead of this change? We're delighted to be joined by Craig Iskowitz, Founder of Ezra Group. Together, we'll dig into his latest technology predictions, covering AI, integration opportunities, fractional outsourcing, and more. A key takeaway: "Meet once a year with your team and talk about your technology."

The post Ep. 169: Why Advice Engagement is the Most Important Category with Adam Holt, Asset-Map appeared first on and was written by Elana Iskowitz. Come on in and sit back relax, you're listening to Episode 169 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. Before we get into the interview, if you are […] The post Ep. 169: Why Advice Engagement is the Most Important Category with Adam Holt, Asset-Map appeared first on and was written by Elana Iskowitz.

The post Ep. 168: Trust the Process: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you're listening to Episode 168 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. Before we get into the interview, if you are […] The post Ep. 168: Trust the Process: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf appeared first on and was written by Craig Iskowitz.

The post Ep. 167: Dimensional Launches New SMA Platform to Expand Advisor Toolkit appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you're listening to Episode 167 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology.   Much of this technology is designed to support […] The post Ep. 167: Dimensional Launches New SMA Platform to Expand Advisor Toolkit appeared first on and was written by Craig Iskowitz.

The post Ep. 166: Don't Wing It: 5 Tips for the Enterprise Market with Robert Sofia, Snappy Kraken appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you're listening to Episode 166 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. This episode is part of our ongoing series called […] The post Ep. 166: Don't Wing It: 5 Tips for the Enterprise Market with Robert Sofia, Snappy Kraken appeared first on and was written by Craig Iskowitz.

The post Ep. 165: November News Roundup appeared first on and was written by Craig Iskowitz. Come on in, sit back and relax and listen to episode 165 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices all around wealth. Management Technology. This episode is our news roundup, where I go through […] The post Ep. 165: November News Roundup appeared first on and was written by Craig Iskowitz.

The post Ep. 164: An Opportunity to Influence the Future of Wealth Management with Kabir Sethi, LPL Financial appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you're listening to Episode 164 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. Before we get into the interview, if you are […] The post Ep. 164: An Opportunity to Influence the Future of Wealth Management with Kabir Sethi, LPL Financial appeared first on and was written by Craig Iskowitz.

The post Ep. 162: One Size Shoe Doesn't Fit Every Integration with Trent Mumma, Orion Advisor Tech appeared first on and was written by Elana Iskowitz. Come on in and sit back relax, you're listening to Episode 162 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. Our topic this month is leaders in integration I […] The post Ep. 162: One Size Shoe Doesn't Fit Every Integration with Trent Mumma, Orion Advisor Tech appeared first on and was written by Elana Iskowitz.

Description: One of the core challenges in the digital transformation of wealth management, is Integration. We discuss this complex topic with the founder and CEO of Ezra Group, Craig Iskowitz, with a focus on their newly launched WealthTech Integration Scoring which ranks an application's ability to integrate with other applications. The digitalization of the wealth management industry with all its stakeholders and the breadth of products and services, is no low-hanging fruit. The world of broker-dealers, banks, asset managers, independent financial advisors, tech vendors is a dynamic and complex ecosystem. The trend is toward Embedded Wealth, so how do we get there? Rating connectivity in WealthTech, Craig Iskowitz Craig Iskowitz/ is a business and technology strategy consultant who is a recognized expert on fee-based advisory platforms and wealth management technology. He is the CEO and founder of Ezra Group www.ezragroupllc.com, a strategy consulting firm providing technology and business advice to banks, broker-dealers, asset managers, private equity and fintech firms. Craig also publishes WealthTech Today, a blog and podcast/ Dr. Efi Pylarinou is the No.1 Global Woman Influencer in Finance & the Data conversation by Refinitiv, a Top Thought Leader by Onalytica, and a Top Digital Futurist, Linkedin and Twitter Voice, by Engatica. A seasoned Wall Street professional & a recognized technology thought leader on innovation topics. Founder of Efi Pylarinou Advisory servicing Big Tech, Financial Services and Fintech clients. She strongly believes in building bridges between the old and the new economy. She shares her passion of content creation with her 190,000+ followers on Linkedin and 18,000+ on Twitter. Join her on the social platforms See more podcasts here.

Description: One of the core challenges in the digital transformation of wealth management, is Integration. We discuss this complex topic with the founder and CEO of Ezra Group, Craig Iskowitz, with a focus on their newly launched WealthTech Integration Scoring which ranks an application's ability to integrate with other applications. The digitalization of the wealth management industry with all its stakeholders and the breadth of products and services, is no low-hanging fruit. The world of broker-dealers, banks, asset managers, independent financial advisors, tech vendors is a dynamic and complex ecosystem. The trend is toward Embedded Wealth, so how do we get there? Craig Iskowitz https://www.linkedin.com/in/craigiskowitz/ is a business and technology strategy consultant who is a recognized expert on fee-based advisory platforms and wealth management technology. He is the CEO and founder of Ezra Group www.ezragroupllc.com, a strategy consulting firm providing technology and business advice to banks, broker-dealers, asset managers, private equity and fintech firms. Craig also publishes WealthTech Today, a blog and podcast https://wealthtechtoday.com/ Dr. Efi Pylarinou is the No.1 Global Woman Influencer in Finance & the Data conversation by Refinitiv, a Top Thought Leader by Onalytica, and a Top Digital Futurist, Linkedin and Twitter Voice, by Engatica. A seasoned Wall Street professional & a recognized technology thought leader on innovation topics. Founder of Efi Pylarinou Advisory servicing Big Tech, Financial Services and Fintech clients. She strongly believes in building bridges between the old and the new economy. She shares her passion of content creation with her 190,000+ followers on Linkedin and 18,000+ on Twitter. Join her on the social platforms https://linktr.ee/Efiglobal

The post Ep. 161: Never Assume You Know the Market with Ryan George, Docupace appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you're listening to Episode 161 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. Our topic this month is Navigating the Markets. We're […] The post Ep. 161: Never Assume You Know the Market with Ryan George, Docupace appeared first on and was written by Craig Iskowitz.

The post Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq appeared first on and was written by Elana Iskowitz. Come on in and sit back relax, you're listening to Episode 159 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. Our topic this month is Advisor Experience. We're talking […] The post Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq appeared first on and was written by Elana Iskowitz.

The post Ep. 158: Don't Bring Us Vaporware, with John Rajes, LPL Financial appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you're listening to Episode 158 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. Our topic this month is buying and implementing enterprise […] The post Ep. 158: Don't Bring Us Vaporware, with John Rajes, LPL Financial appeared first on and was written by Craig Iskowitz.

The post Ep. 155: Understanding Advisor Personas Makes Better Software with Sean Brown, YCharts appeared first on and was written by Elana Iskowitz. Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in and sit back and relax, listen to episode 155 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group consulting. This podcast features […] The post Ep. 155: Understanding Advisor Personas Makes Better Software with Sean Brown, YCharts appeared first on and was written by Elana Iskowitz.

In this Swift Chat, Marie Swift speaks with Craig Iskowitz, Founder and CEO of Ezra Group, a boutique strategy consulting and research firm. The two discuss the new Ezra Group WealthTech Integration Score, a unique score for FinTech vendors to help wealth management firms build seamless integrated tech stacks. Craig dives into how the score is determined and what that means for FinTech vendors as well as the wealth management firms deciding between different applications.  To learn more about Craig, Ezra Group and the Ezra Group Integration Score please visit: www.EzraGroupLLC.com

The post Ep. 154: Embracing External Trends in the TAMP Space with Daniel Needham, Morningstar appeared first on and was written by Craig Iskowitz. Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in and sit back and relax, listen to episode 154 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group consulting. And this podcast […] The post Ep. 154: Embracing External Trends in the TAMP Space with Daniel Needham, Morningstar appeared first on and was written by Craig Iskowitz.

The post Ep. 153: How to Know When to Switch Technology Vendors with Natalie Wolfson, AssetMark appeared first on and was written by Craig Iskowitz. Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in and sit back and relax, listen to episode 153 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group consulting. And this podcast […] The post Ep. 153: How to Know When to Switch Technology Vendors with Natalie Wolfson, AssetMark appeared first on and was written by Craig Iskowitz.

The post Ep. 152: We Want to be the Shopify of TAMPs with Evan Rapoport, SMArtX appeared first on and was written by Craig Iskowitz. Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in and sit back and relax, listen to episode 152 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group consulting. And this podcast […] The post Ep. 152: We Want to be the Shopify of TAMPs with Evan Rapoport, SMArtX appeared first on and was written by Craig Iskowitz.

The post Ep. 151: July WealthTech News appeared first on and was written by Craig Iskowitz. Companies Mentioned Adelia Risk [29:45] Advisor360 [27:10] AdvisorCash [32:50] AdvisorGroup [22:05] AdvisorStream [9:45] American Century 24:40 Beacon Point [19:25] Bento Engine [06:40] Broadridge [09:45] Carson Group [17:50] Catchlight [12:00] Commonwealth Financial Network [27:30] Corvee [30:15] Creative Planning [19:25] DocuPace [22:00] Dropbox [10:47] Dynasty Financial [17:00] Echelon Partners [19:30] Envestnet [01:40] Fidelity [12:30] Financial Services Network […] The post Ep. 151: July WealthTech News appeared first on and was written by Craig Iskowitz.

The post Ep. 150: How to Avoid Noise in ESG Data with Elena Philipova, Refinitiv appeared first on and was written by Craig Iskowitz. Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you're listening to episode 150 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […] The post Ep. 150: How to Avoid Noise in ESG Data with Elena Philipova, Refinitiv appeared first on and was written by Craig Iskowitz.

The post Ep. 149: ESG Data is Only Valuable When People Can Trust It, with Clarity AI appeared first on and was written by Craig Iskowitz. Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you're listening to episode 149 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […] The post Ep. 149: ESG Data is Only Valuable When People Can Trust It, with Clarity AI appeared first on and was written by Craig Iskowitz.

On today's podcast, we are joined by Craig Iskowitz, an innovative CEO & Founder, podcast host, blogger and leader in wealth technology. Craig discusses changes and innovations in technology, how it has evolved, how firms should evaluate their technology, the innovator's dilemma and the evolution of the floppy disk! He identifies where to start at your wealth management firm with revamping processes, the importance of good processes and procedures, and how to build good processes within a firm. This conversation will leave you excited to dig into your current technology and processes.  Craig Iskowitz is a business and technology strategy consultant who is a recognized expert on fee-based advisory platforms and wealth management technology. He is the CEO and founder of Ezra Group, a strategy consulting firm providing technology and business advice to banks, broker-dealers, asset managers, private equity and fintech firms. In addition to providing customized solutions to the wealth management industry, Craig publishes WealthTech Today, a blog offering the latest insight on technology for wealth, asset, and investment management professionals. Craig is also host of the WealthTech Today podcast where he discusses, dissects, and debates the latest news and trends in wealth management technology.

The post Ep. 148: Bringing Consensus to ESG Data with Ben Webster, OWL ESG appeared first on and was written by Craig Iskowitz. Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you're listening to episode 148 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […] The post Ep. 148: Bringing Consensus to ESG Data with Ben Webster, OWL ESG appeared first on and was written by Craig Iskowitz.

The post Ep. 147: June News Roundup appeared first on and was written by Craig Iskowitz. Companies Mentioned Adhesion Wealth [02:30] Asset-Map [29:30] AssetMark [02:30] Brinker [11:00] CogniCore [21:10] Envestnet [04:05] First Ascent [10:45] FPalpha [29:30] fpPathfinder [29:30] Lumiant [27:37] Morningstar [11:00] Orion [07:38] Pershing [13:12] Right Capital [31:15] Sawtooth [08:50] Schwab [10:15] SEI [11:00] SigFig [07:55] Simplicity Group [09:30] TD Ameritrade [10:15] TIFIN [26:17] Vestmark [02:40] Wealth Simple [26:50] Topics […] The post Ep. 147: June News Roundup appeared first on and was written by Craig Iskowitz.

The post Ep. 146: Leveraging Artificial Intelligence to Improve Prospecting for Advisors appeared first on and was written by Craig Iskowitz. Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you're listening to episode 145 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […] The post Ep. 146: Leveraging Artificial Intelligence to Improve Prospecting for Advisors appeared first on and was written by Craig Iskowitz.

The post Ep. 145: Big Data as a Service is the Next Big Thing in Artificial Intelligence appeared first on and was written by Craig Iskowitz. Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you're listening to episode 145 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […] The post Ep. 145: Big Data as a Service is the Next Big Thing in Artificial Intelligence appeared first on and was written by Craig Iskowitz.

The post Ep. 144: Artificial Intelligence Powered CRM with Brian McLaughlin, Redtail Technology  appeared first on and was written by Craig Iskowitz. Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you're listening to episode 144 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […] The post Ep. 144: Artificial Intelligence Powered CRM with Brian McLaughlin, Redtail Technology  appeared first on and was written by Craig Iskowitz.

The post Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference appeared first on and was written by Craig Iskowitz. Hey, come on in. Welcome. Sit back and relax. You're listening to our May News for the WealthToday podcast. I'm your host Craig Iskowitz, founder of Ezra Group consulting. And our May News this month is all about the T3 conference, held May 2-4 outside of Dallas, Texas, a city that I love to visit, […] The post Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference appeared first on and was written by Craig Iskowitz.

The post Ep. 142: Connecting the Dots by Acquiring the Right Data with Bill Crager appeared first on and was written by Craig Iskowitz. Come on in, sit back and relax, you're listening to episode 142 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group Consulting, and this podcast features interviews, news, and analysis on the trends and best practices all around wealth management technology. This episode I was at the Envestnet Advisor Summit […] The post Ep. 142: Connecting the Dots by Acquiring the Right Data with Bill Crager appeared first on and was written by Craig Iskowitz.

The post Ep. 141: The Anatomy of 401(k) Trading with Dave Goldman, Pontera appeared first on and was written by Craig Iskowitz. Come on in, sit back and relax, you're listening to episode 141 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group Consulting, and this podcast features interviews, news, and analysis on the trends and best practices all around wealth management technology. Our theme for this month is startups, we have […] The post Ep. 141: The Anatomy of 401(k) Trading with Dave Goldman, Pontera appeared first on and was written by Craig Iskowitz.

The post Ep. 140: Automating Advisor Workflows with Anand Sheth, Pulse360 appeared first on and was written by Craig Iskowitz. Come on in, sit back and relax, you're listening to episode 140 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group Consulting, and this podcast features interviews, news, and analysis on the trends and best practices all around wealth management technology. Our theme for this month is startups, we went […] The post Ep. 140: Automating Advisor Workflows with Anand Sheth, Pulse360 appeared first on and was written by Craig Iskowitz.

The post Ep. 139: The Connective Tissue Between Processes and Technology, with Matt Reiner, benjamin appeared first on and was written by Craig Iskowitz. Come on in, sit back and relax, you're listening to episode 139 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group Consulting, and this podcast features interviews, news, and analysis on the trends and best practices all around wealth management technology. Our theme for this month is startups, we went […] The post Ep. 139: The Connective Tissue Between Processes and Technology, with Matt Reiner, benjamin appeared first on and was written by Craig Iskowitz.

The post Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt appeared first on and was written by Craig Iskowitz. This is a bonus episode that we recorded after the news dropped today about Orion Advisor buying Redtail Technology.  With no preparation and at great personal expense, Kristen Schmidt and I had a discussion about the ramifications of this deal for customers, partners and competitors.  We also covered messaging from Redtail, current CRM market share, […] The post Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt appeared first on and was written by Craig Iskowitz.

The post Ep. 137: Scalable Tax Planning for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz. Come on in, sit back and relax, you're listening to episode 137 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group Consulting, and this podcast features interviews, news, and analysis on the trends and best practices all around wealth management technology. Our theme for this month is startups, we went […] The post Ep. 137: Scalable Tax Planning for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz.

The post Ep. 136: April WealthTech News Roundup appeared first on and was written by Craig Iskowitz. Come on in, sit back, relax and enjoy episode 136 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 17 years, we've worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […] The post Ep. 136: April WealthTech News Roundup appeared first on and was written by Craig Iskowitz.

The post Ep. 135: 3 Reasons to Diversify Your Data Aggregation Providers with Randy Lambert, Orion Advisor Solutions appeared first on and was written by Craig Iskowitz. “I'll use a wealth management term, you want to diversify your portfolio, and so one of the things early on at Orion, we didn't have a lot of options in terms of data aggregators, but over the years, we've learned to not put all of our eggs into one basket and to make sure that […] The post Ep. 135: 3 Reasons to Diversify Your Data Aggregation Providers with Randy Lambert, Orion Advisor Solutions appeared first on and was written by Craig Iskowitz.

The post Ep. 134: The Anatomy of a Healthy Client Data Infrastructure with Don McHenry, ByAllAccounts appeared first on and was written by Craig Iskowitz. “The data consumption model has changed over the years from primarily web based access to a lot more API's and direct feeds. The processing of the data has evolved as well, whether it's for performance reporting or direct to investor, as the needs of the user to view a net worth of their accounts. That's […] The post Ep. 134: The Anatomy of a Healthy Client Data Infrastructure with Don McHenry, ByAllAccounts appeared first on and was written by Craig Iskowitz.

The post Ep. 133: March WealthTech News Roundup appeared first on and was written by Craig Iskowitz. Come on in, sit back, relax and enjoy episode 133 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 17 years, we've worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […] The post Ep. 133: March WealthTech News Roundup appeared first on and was written by Craig Iskowitz.

The post Ep. 132: Why a Data Warehouse Strategy is Table Stakes with Randy Bullard, Charles River Development appeared first on and was written by Craig Iskowitz.  “When we have that kind of conversation, everybody agrees oh my gosh, if you can use that data then add value in tax management, that's fantastic. And then the next question is, Okay, so where does that data live in your organization? And the eyes glaze and roll back. Most firms have not really thought […] The post Ep. 132: Why a Data Warehouse Strategy is Table Stakes with Randy Bullard, Charles River Development appeared first on and was written by Craig Iskowitz.

The post Ep. 131: The Tower of Babel Webinar Recap with Jeff Marsden, Xtiva appeared first on and was written by Craig Iskowitz. Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you're listening to episode 131 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […] The post Ep. 131: The Tower of Babel Webinar Recap with Jeff Marsden, Xtiva appeared first on and was written by Craig Iskowitz.

The post Ep. 130: The Perils of Layering Multiple Data Source, with Rob Klapprodt, Vestmark appeared first on and was written by Craig Iskowitz. “Now, you and I both remember the cost basis legislation, that was a while ago. Since then, at least there is a source of good accurate cost basis information. But to this day, we see situations where firms have layered on a portfolio management or rebalancing or trading system on top of a core system […] The post Ep. 130: The Perils of Layering Multiple Data Source, with Rob Klapprodt, Vestmark appeared first on and was written by Craig Iskowitz.

The post Ep. 128: February WealthTech News appeared first on and was written by Elana Iskowitz. Come on in, sit back, relax and enjoy episode 128 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 17 years, we've worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […] The post Ep. 128: February WealthTech News appeared first on and was written by Elana Iskowitz.

The post Ep. 127: $1 Million Worth of Platform Consolidation Advice from Kevin Adams, Edward Jones appeared first on and was written by Craig Iskowitz. “I think back to when I entered this industry, myself, back in the late 90s, at Merrill Lynch, where we did build everything. And the reason we built everything is because there wasn't large commercial vendors in this space. There wasn't a lot of startups there wasn't fintechs per se. So we had to build […] The post Ep. 127: $1 Million Worth of Platform Consolidation Advice from Kevin Adams, Edward Jones appeared first on and was written by Craig Iskowitz.

The post Ep. 126: The 3 Biggest Pain Points of Platform Consolidation with Molly Weiss, Envestnet appeared first on and was written by Craig Iskowitz. “I think that there's an assumption that the acquiring platform that you then have to adapt everyone to, that that's not always going to lead to the most successful consolidation or project. I think it is sometimes about thinking about it like a new platform. So let's look at the processes holistically for something like […] The post Ep. 126: The 3 Biggest Pain Points of Platform Consolidation with Molly Weiss, Envestnet appeared first on and was written by Craig Iskowitz.

The post Ep. 125: The Holy Grail of Platform Consolidation with Anton Honikman, MyVest appeared first on and was written by Craig Iskowitz. “If you think about platform consolidation, maybe you think about platform consolidation in terms of the abstraction layer. So you can still keep the trust accounting platform and the agency platform intact and use the managed accounts program, unified technology as a means of spanning those. And that is hard again, but it does provide […] The post Ep. 125: The Holy Grail of Platform Consolidation with Anton Honikman, MyVest appeared first on and was written by Craig Iskowitz.

The post Ep. 124: January WealthTech News Roundup appeared first on and was written by Craig Iskowitz. Come on in, sit back, relax and enjoy episode 124 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 16 years, we've worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […] The post Ep. 124: January WealthTech News Roundup appeared first on and was written by Craig Iskowitz.

The post Ep. 123: Best of WealthTech Today 2021 Roundup appeared first on and was written by Craig Iskowitz. Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. The WealthTech Today podcast features interviews, news, and analysis on the trends and best practices in wealth and technology for wealth management, asset management, and related areas. A quick shoutout […] The post Ep. 123: Best of WealthTech Today 2021 Roundup appeared first on and was written by Craig Iskowitz.

The post Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo/Docupace appeared first on and was written by Craig Iskowitz. “We talk about avoiding adverse outcomes from regulatory scrutiny, and that's important and that does cost money. But the other side of things is we have to help our clients build a process that is convincing, and that when FINRA looks in they have comfort and confidence that it's being managed. So one of the […] The post Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo/Docupace appeared first on and was written by Craig Iskowitz.