WealthTech Today

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 trends and best practices, all about wealth management technology. My guest for this episode was Iraklis Kourtidis, founder and […] 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.

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 and best practices, all about wealth management technology. My guest on this episode is Dr. Dan Rosen, CEO […] 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.

Dive into the latest upheavals in wealth management technology, from leadership changes at Ozaic to Virgil's innovative funding boost. Discover how Redtail CRM evolved into an essential tool for advisors. Explore the growing role of AI in portfolio management, enhancing proposal creation. The conversation also highlights upcoming conferences and the significance of integration scores for tech vendors. All this and more offers a peek into the rapidly changing landscape of WealthTech!

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 best practices, all about wealth management technology. My guest for this episode was Matt Middleton, founder and […] 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.

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 trends and best practices, all about wealth management technology.   My guest for this episode was none other than […] 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.

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 excited to jump in. We’ve got […] The post Ep. 252: August WealthTech News appeared first on and was written by Elana Iskowitz.

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 and best practices, all about wealth management technology.   My guest for this episode was Jim Tousignant, […] 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.

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, all about wealth management technology.   My guest today was Devon Drew, founder and […] The post Ep. 250: AI-Powered Sales Enablement for Wealth Management with Devon Drew, AssetLink appeared first on and was written by Elana Iskowitz.

The post Ep. 249: Virtual Connections, Real Results: Strengthening Advisor-Client Relationships with Mike Sha, SigFig appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 249 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 wealth management technology.   My guest for this episode was Mike Sha, CEO […] The post Ep. 249: Virtual Connections, Real Results: Strengthening Advisor-Client Relationships with Mike Sha, SigFig appeared first on and was written by Elana Iskowitz.

The post Ep. 248: July WealthTech News appeared first on and was written by Craig Iskowitz. Come on in, sit back and relax. You’re listening to Episode 248 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 July news roundup, We’ve got a lot of stories to cover, […] The post Ep. 248: July WealthTech News appeared first on and was written by Craig Iskowitz.