Ezra Group is a management consulting firm that focuses on delivering innovative solutions and expert advice to technology providers, banks, broker dealers, RIAs and investment management clients.
Craig Iskowitz, Founder and CEO, is a well-known expert in the wealth management industry with over 20 years of experience in financial services. Craig is a thought leader in fee-based advisory platforms and the surrounding FinTech space. He publishes a wealth management blog call WM Today and is a frequent speaker and panelist at industry conferences.
Out of the Box Thinking
- Unified Managed Accounts (UMA) \ Unified Managed Household (UMH) program implementation or improvement
- Wealth management platform selection, improvement or optimization
- Becoming a UMA model provider or improving model operations, distribution, or sales
- Vendor evaluation for: CRM, Financial Planning, Proposal, Portfolio Construction, Portfolio Rebalancing, Advisor Trading Tools, Performance Reporting, or Billing
- Thought leadership content creation, white paper development, case studies, blogging
Contact Ezra Group at firstname.lastname@example.org.