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Ezra Group
Ezra Group provides technology consulting services to wealth management firms and develops the WealthTech Integration Score for evaluating CRM and other wealth management technologies.
Email: info@ezragroupllc.com
Phone: +1-908-486-1440
Web: https://ezragroupllc.com/
products
Ezra Group WealthTech Integration Score
Category: Client Relationship Management (CRM) Systems
A comprehensive assessment tool that evaluates wealth management CRM systems based on integration capabilities, API robustness, data synchronization, and workflow automation. Helps advisors select the most suitable CRM for their unique technology ecosystem..
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