WealthTech Today

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.

The post Ep. 226: Are You a Fintech or a TAMP? with Aaron Wormus, SMArtX appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 226 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 Aaron Wormus, […] The post Ep. 226: Are You a Fintech or a TAMP? with Aaron Wormus, SMArtX appeared first on and was written by Craig Iskowitz.

The post Ep. 225: The Breakaway Blueprint w/ Phil Rogerson and Brian Daley, Tamarac appeared first on and was written by Elana Iskowitz. Come on in and sit back and relax. You’re listening to Episode 225 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.   This episode is part of our breakaway advisor […] The post Ep. 225: The Breakaway Blueprint w/ Phil Rogerson and Brian Daley, Tamarac appeared first on and was written by Elana Iskowitz.

The post Ep. 224: A Technology Slam Dunk: How GeoWealth is Changing the TAMP Game with Colin Falls appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 224 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 Colin Falls, CEO […] The post Ep. 224: A Technology Slam Dunk: How GeoWealth is Changing the TAMP Game with Colin Falls appeared first on and was written by Craig Iskowitz.

The post Ep. 223: The Road Ahead: AI’s Role in Shaping Wealth Management with Vinay Nair, TIFIN appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 223 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. We love talking about wealth management technology here, and […] The post Ep. 223: The Road Ahead: AI’s Role in Shaping Wealth Management with Vinay Nair, TIFIN appeared first on and was written by Craig Iskowitz.

The post Ep. 222: Bridging the Advisor Technology Gap with Bill Capuzzi, Apex appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 222 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 Bill Capuzzi, […] The post Ep. 222: Bridging the Advisor Technology Gap with Bill Capuzzi, Apex appeared first on and was written by Craig Iskowitz.

The post Ep. 221: The Breakaway Blueprint with John Milne, Black Diamond appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 221 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.   This episode is part of our series for […] The post Ep. 221: The Breakaway Blueprint with John Milne, Black Diamond appeared first on and was written by Craig Iskowitz.

The post Ep. 220: Integration and Growth in the World of Structured Notes with Matt Radgowski, Halo Investing appeared first on and was written by Elana Iskowitz. Come on in and sit back and relax. You’re listening to Episode 220 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 Matt Radgowski, CEO […] The post Ep. 220: Integration and Growth in the World of Structured Notes with Matt Radgowski, Halo Investing appeared first on and was written by Elana Iskowitz.

The post Ep. 219: The WealthTech Today Podcast Best of 2023 appeared first on and was written by Elana Iskowitz. Come on in and sit back and relax. You’re listening to Episode 219 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.   This is the Best of 2023! We went […] The post Ep. 219: The WealthTech Today Podcast Best of 2023 appeared first on and was written by Elana Iskowitz.

The post Ep. 218: January News Roundup appeared first on and was written by Elana Iskowitz. Come on in and sit back and relax. You’re listening to Episode 218 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast features interviews, news and analysis on the trends and best practices, all about Wealth Management Technology. This is our January news update, I always […] The post Ep. 218: January News Roundup appeared first on and was written by Elana Iskowitz.