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TOTAL NUMBER OF APPLICATIONS SCORED

EZRA GROUP WealthTech Integration Score

View each vendor's integration score.

4.43

MEDIAN INTEGRATION SCORE

Learn more about our proprietary scoring methodology

4,364

TOTAL NUMBER OF INTEGRATIONS

or

Rebalancing Only

Integration Score

0

1

2

3

4

5

6

7

8

9

10

1

RedBlack

8.42

2

Blaze Portfolio

7.90

3

AdvisorPeak

5.03

4

iRebal

4.09

5

LifeYield

3.88

6

55IP

2.41

7

Rowboat Advisors

1.20

8

SoftPak

1.14

9

SmartLeaf

0.00

Top 10 Categories Viewed

All-In-One CRM Custodial Platform Document Management Investment Data/Analytics Financial Planning Performance Reporting Portfolio Management Rebalancing Only Risk Tolerance

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