Contact Ezra Group if you are contemplating any of the following projects:

  • Wealth management platform selection, improvement or optimization
  • Unified Managed Accounts (UMA) \ Unified Managed Household (UMH) program implementation or improvement
  • 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

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