The Ezra Group WealthTech Integration Recognition Program is designed to distinguish and honor software providers that consistently deliver exceptional integration capabilities.
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| The software providers the way in wealth management technology integration. |
New York, NY:
Ezra Group launched the Ezra Group WealthTech Integration Recognition Program on Wednesday. The program recognizes software providers that demonstrate superior integration capabilities with wealth management platforms.
Ezra Group’s WealthTech Integration Scores, a benchmark for assessing technology integrations in the wealth management industry, underlie the recognition program. These scores provide wealth management firms with valuable insights when evaluating new applications and help software vendors better understand integration requirements.
By earning recognition from Ezra Group, a trusted third-party in the financial services industry, software providers can effectively communicate their expertise to potential clients.
“The WealthTech Integration Recognition Program is a natural extension of our ongoing efforts to support innovation and collaboration within the wealth management industry,” said Ezra Group officials. “We are committed to providing wealth management firms with the insights they need to make informed decisions about their technology investments.”
To be eligible for recognition, software providers must demonstrate a proven track record of successfully integrating their products and services with a variety of wealth management platforms. They must also adhere to industry-best practices for integration documentation, support, and training.
“We believe that strong integrations are essential for wealth management firms to achieve operational efficiency and deliver a seamless client experience,” said Ezra Group Research official. “The Ezra Group WealthTech Integration Recognition Program is a valuable resource for wealth management firms and software providers alike, helping them identify and partner with the best-in-class integration solutions.”
The Ezra Group WealthTech Integration Recognition Program is open to all software providers that offer solutions to the wealth management industry. Applications are now being accepted, and the first cohort of recognized providers will be announced in early 2024.
Ezra Group, LLC (Ezra Group) is a strategy consulting and research firm that has provided technology and operations advice to the wealth management industry since 2005. The firm’s deep expertise in wealth management technology and operations helps firms optimize their technology investments, improve operational efficiency, and enhance the client experience. Ezra Group’s WealthTech Integration Scores are widely recognized as the industry standard for assessing technology integrations.