WealthTech Today

The post Ep. 236: April WealthTech News appeared first on and was written by Craig Iskowitz. Come on in. Sit back and relax. You’re listening to episode 236 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, information, updates, and technology around wealth management. This is our April news roundup, we’ve got a lot to cover here. We’re […] The post Ep. 236: April WealthTech News appeared first on and was written by Craig Iskowitz.

The post Ep. 235: BetaNXT’s Evolution: From Data-as-a-Service to Operational Support Essentials appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 235 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 Stephen Daffron, […] The post Ep. 235: BetaNXT’s Evolution: From Data-as-a-Service to Operational Support Essentials appeared first on and was written by Craig Iskowitz.

The post Ep. 234: A Deep Dive Into Pershing’s Product Strategy with Sareena Dalla Brookshire appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 234 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 was Pershing’s Chief […] The post Ep. 234: A Deep Dive Into Pershing’s Product Strategy with Sareena Dalla Brookshire appeared first on and was written by Craig Iskowitz.

The post Ep. 233: The Arch Effect: Tech-Driven Transparency for Alternative Investments with Ryan Eisenman appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 233 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 Ryan Eisenman, […] The post Ep. 233: The Arch Effect: Tech-Driven Transparency for Alternative Investments with Ryan Eisenman appeared first on and was written by Craig Iskowitz.

The post Ep. 232: March WealthTech News appeared first on and was written by Elana Iskowitz. Come on in. Sit back and relax. You’re listening to episode 232 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, information, updates, and technology around wealth management. This is our March news roundup, where I read the news give you my […] The post Ep. 232: March WealthTech News appeared first on and was written by Elana Iskowitz.

The post Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 231 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 is Mark Evans, […] The post Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans appeared first on and was written by Craig Iskowitz.

The post Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 230 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 is Greg Gates, […] The post Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial appeared first on and was written by Craig Iskowitz.

Dirk Pearson, COO of AdviseOn, played a key role in developing their innovative platform, while John Makowiak, Chief Revenue Officer, sheds light on their technology. They discuss AdviseOn’s groundbreaking Quantum portfolio rebalancer and its impact on advisors transitioning from larger firms. Their conversation dives into enhancing client engagement with customizable portals and automated CRM systems. The duo emphasizes the importance of user experience and tailored solutions in streamlining operations and enriching client relationships.

The post Ep. 228: February WealthTech News appeared first on and was written by Elana Iskowitz. Come on in. Sit back and relax. You’re listening to episode 228 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, information, updates, and technology around wealth management. You are going to love this episode. It’s our February news, and we’ve got […] The post Ep. 228: February WealthTech News appeared first on and was written by Elana Iskowitz.

The post Ep. 227: Beyond the Platform: Envestnet’s Molly Weiss on Customization, Integration, and the Future of Managed Accounts appeared first on and was written by Craig Iskowitz. Envestnet’s Molly Weiss pulls back the curtain on how wealth management technology really works at scale. Listen as she shares insights on why some firms struggle with technology adoption and how the industry is moving toward true household-level portfolio management. Plus, a candid discussion about why changing your software vendor probably won’t solve all your […] The post Ep. 227: Beyond the Platform: Envestnet’s Molly Weiss on Customization, Integration, and the Future of Managed Accounts appeared first on and was written by Craig Iskowitz.