Rating connectivity in WealthTech

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-de...