With a combination of consulting and research, Ezra Group provides effective guidance for wealth management firms including advisor compensation systems, fee-based platform evaluation, operational efficiency and improvements, and more.

Business & Technology Strategy Consulting

One of our areas of strength is designing strategic plans for improving the advisor & client experiences. Our Target Operating Model methodology delivers detailed actions for reorganizing and optimizing your business to better execute your corporate strategy. We view your organization from different perspectives to provide value-added recommendations around people, processes, and technology.

Technology Platform Strategy and Evaluation

We are able to build out all aspects of an enterprise advisory firm’s tech stack along with the operational processes to ensure it can scale. This includes overall platform strategy, vendor recommendations, application integrations, implementation, and workflow optimization. We review existing technology and operations, perform gap analysis, and provide recommendations for improvement.

Advisor Portal Software Development

RIA aggregators and consolidators need custom advisor portals that include access to back office services such as opening trouble tickets, submitting documents to compliance, accessing knowledge bases, internal company announcements and more. Our portal development team designs robust and scalable systems using the latest enterprise technology including MIcrosoft SharePoint or Salesforce Lightning.

Advisor Compensation Systems

We evaluate, assist with selection, optimize, and deploy advisor compensation systems.  This includes assessing the current state of the field compensation systems, reviewing and improving underlying data architecture, implementation planning, and execution.  We develop recommendations for the future state vision, calculation of ROI, and identify opportunities for improvement.