CONSULTING

With more than 20 years of experience providing technology software and services solutions, Ezra Group provides results-driven strategies to technology vendors, broker-dealers, banks, and asset managers. Our approach will help you discover new ways to use your tech stack, create better connections with clients, and optimize your technology tools.

TURNKEY ENTERPRISE TECH PLATFORM

Our services include building out all aspects of an enterprise advisor tech stack along with the operational processes to manage a turnkey platform. This includes platform strategy, vendor recommendations, application integration, implementation, and workflow optimization.

TARGET OPERATING MODEL

Our TOM methodology delivers a detailed plan for reorganizing and optimizing your business to more efficiently refine and execute on your corporate strategy. We visualize the organization from different perspectives and deliver value-added recommendations in people, processes, and technology.

OUTSOURCED CHIEF STRATEGY OFFICER (OCSO)

We have worked with some of the largest wealth management technology vendors to develop new business strategies, product roadmaps, software specifications, and improved pricing models. Our expertise extends across the entire wealth management life cycle from proposal generation to account opening to portfolio rebalancing through reporting and billing.