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.

Technology Platform Strategy and Evaluation

We build out all aspects of an enterprise wealth firm’s tech stack along with the operational processes to ensure it can scale. This service includes overall platform strategy, vendor recommendations and selections, application integrations, software implementations, and operational workflow optimization. We review the firm’s existing technology and operations, perform detailed gap analysis, and deliver targeted recommendations and an actionable roadmap to reach the future state objectives.

Advisor Compensation Systems

We evaluate, optimize, and deploy advisor compensation systems. This includes assessing the current state of the field compensation systems and support processes, reviewing and optimizing underlying data architecture, implementation planning, and execution. We develop recommendations for the future implementation, calculate ROI, and identify opportunities for improvement. View Advisor Compensation Service Packages 

Sales Performance Optimization Service

CIOs, CTOs and other wealth management leaders need data to effectively mitigate risk and identify opportunities to increase revenue. Our Sales Performance Optimization Service gathers data and assists leaders with defining their goals and identifying parameters used to evaluate and reward advisors. Further, we develop a comprehensive tactical plan that supports the organization’s goals through advisor performance optimization.

Operational Support Services

Our operational support services improve efficiency and increase productivity in wealth management organizations. We provide experienced professionals to assist you with key operational processes such as account opening and onboarding, reconciliation, performance reporting, billing and advisor transitions. Our seasoned team enables your business to continue expanding while giving you time to back-fill your operations staff with the right professionals to best meet your long-term requirements.

Advisor Portal Software Development

RIA aggregators and consolidators need custom advisor portals that provide access to back office services such as opening and tracking trouble tickets, submitting documents for compliance review and approval, accessing knowledge bases, facilitating internal RIA forums, and more. Our portal development team designs robust and scalable systems using the latest enterprise technology including Microsoft SharePoint and Salesforce Lightning.

Business & Technology Strategy Consulting

Our strategic planning team works with your senior executives services to improve the advisor & client experience with a customized approach that enhances your firm’s unique market advantages. Our Target Operating Model methodology delivers detailed action plans for reorganizing and optimizing your business to better execute your corporate strategy. We view your organization from different perspectives to provide value-added recommendations regarding people, processes, and technology.