WealthTech Today

The post Ep. 274: January News Roundup appeared first on and was written by Elana Iskowitz . Come on in. Sit back and relax. You’re listening to episode 274 of the Wealth Tech 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 is our Januar...

The post Ep 273: From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella, BetaNXT appeared first on and was written by Craig Iskowitz . In this episode of WealthTech Today, host Craig Iskowitz sits down with Bob Santella, CEO of BetaNXT, to discuss the company’s innovative approach to data modernization and their vision for the future of connected wealth. Episode Highlights Bob Sa...

The post Ep. 272: Why Robinhood’s TradePMR Deal Changes Everything (and Nothing) in RIA Custody with Jason Wenk, Altruist appeared first on and was written by Elana Iskowitz . Come on in, sit back and relax. You’re listening to Episode 272 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 tre...

The post Ep. 271: From Manual to Magical: Automating Wealth Management’s Biggest Headaches with David Knoch, Docupace appeared first on and was written by Elana Iskowitz . Come on in, sit back and relax. You’re listening to Episode 271 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...

The post Ep. 270: From Handbags to High Finance: Inside Hoxton’s Alternative Asset Portal with Chris Ball, Hoxton Wealth appeared first on and was written by Elana Iskowitz . Come on in, sit back and relax. You’re listening to Episode 270 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 tren...

The post Ep. 269: December WealthTech News appeared first on and was written by Elana Iskowitz . Come on in. Sit back and relax. You’re listening to episode 269 of the Wealth Tech Today podcast. I’m your host Craig Iskowitz, founder of Ezra Group Consulting. This podcast features news and updates around Wealth Management Technology, and this is our December news update. We missed last month’s news...

The post Ep. 268: Digital Transformation in Philanthropy: Foundation Source’s Vision for Connected Giving with Joseph Mrak appeared first on and was written by Elana Iskowitz . Come on in, sit back and relax. You’re listening to Episode 268 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 tr...

The post Ep. 267: Beyond Point Solutions: Why RIAs Are Rethinking Their Platform Strategy with Frank Smith, Private Advisor Group appeared first on and was written by Elana Iskowitz . Come on in, sit back and relax. You’re listening to Episode 267 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 post Ep. 266: Wealth Education Revolution: Financial Literacy at Scale with Ashley Fox, Empify appeared first on and was written by Elana Iskowitz . Come on in, sit back and relax. You’re listening to Episode 266 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,...

The post Ep. 265: Philanthropy as a Service: How a New FinTech Platform is Transforming Donor Advised Funds with Adam Nash, Daffy appeared first on and was written by Elana Iskowitz . Come on in, sit back and relax. You’re listening to Episode 265 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 post Ep. 264: Scaling Salesforce: Lessons from Edward Jones’ Massive Tech Migration appeared first on and was written by Elana Iskowitz . Come on in, sit back and relax. You’re listening to Episode 264 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 about...

The post Ep. 263: Partners in the Foxhole: Rise Growth’s Blueprint for RIA Success with Terri Kallsen, Rise Growth appeared first on and was written by Elana Iskowitz . Come on in, sit back and relax. You’re listening to Episode 263 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...

The post Ep. 262: October WealthTech News appeared first on and was written by Elana Iskowitz . Welcome to Episode 262 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 around Wealth Management Technology. Today’s episode is our October news roundup, and we’re simply...

The post Ep. 261: Decoding WealthTech: Key Trends Shaping the Industry’s Future with Chip Roame, Tiburon appeared first on and was written by Elana Iskowitz . Come on in, sit back and relax. You’re listening to Episode 261 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 prac...

The post Ep. 260: Wealth Whisperers: The Silent Revolution in Advice Engagement with Adam Holt, Asset-Map appeared first on and was written by Elana Iskowitz . Come on in, sit back and relax. You’re listening to Episode 260 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 pra...

The post Ep. 259: The Future of Custody: Frictionless Solutions Reshaping Wealth with Olivia Eisinger, Apex Fintech appeared first on and was written by Elana Iskowitz . Come on in, sit back and relax. You’re listening to Episode 259 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 an...

The post Ep. 258: Innovation and Integration: How FMAX is Leveraging Envestnet’s Platform to Reshape Wealth Management with Suzy Daly, Fidelity appeared first on and was written by Elana Iskowitz . Come on in, sit back and relax. You’re listening to Episode 258 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news a...

The post Ep. 257: The Matrix Rebalanced: Decoding Tax-Aware Portfolio Optimization with Iraklis Kourtidis, Rowboat Advisors appeared first on and was written by Elana Iskowitz . Come on in, sit back and relax. You’re listening to Episode 257 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 t...

The post Ep. 256: Gaining A Competitive Edge: Institutional-Grade Analytics in Wealth Management with Dan Rosen, d1g1t appeared first on and was written by Elana Iskowitz . Come on in, sit back and relax. You’re listening to Episode 256 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...

The post Ep. 255: September WealthTech News appeared first on and was written by Elana Iskowitz . Come on in, sit back and relax. You’re listening to Episode 255 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast is all about the newest information updates around Wealth Management Technology. This is our August news roundup I’m pretty...

The post Ep. 254: Casual, Connected, and Content-Rich: The Future Proof Festival Experience with Matt Middleton appeared first on and was written by Elana Iskowitz . Come on in, sit back and relax. You’re listening to Episode 254 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 be...

The post Ep. 253: Reshaping Client Engagement: How Integrated Platforms Transform Wealth Services with Rich Cancro, AdvisorEngine appeared first on and was written by Elana Iskowitz . Come on in, sit back and relax. You’re listening to Episode 253 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 post Ep. 252: August WealthTech News appeared first on and was written by Elana Iskowitz . Come on in, sit back and relax. You’re listening to Episode 252 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast is all about the newest information updates around Wealth Management Technology. This is our August news roundup I’m pretty exc...

The post Ep. 251: Revolutionizing Market Intelligence: An AI-Powered Approach with Jim Tousignant, Fintech Studios appeared first on and was written by Elana Iskowitz .   Come on in, sit back and relax. You’re listening to Episode 251 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 a...

The post Ep. 250: AI-Powered Sales Enablement for Wealth Management with Devon Drew, AssetLink appeared first on and was written by Elana Iskowitz .   Come on in, sit back and relax. You’re listening to Episode 250 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, a...