We work with broker-dealers, banks, asset managers, RIA’s and technology vendors to share our deep knowledge and experience in wealth management products and services.

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

Unified Managed Accounts (UMA) \ Unified Managed Household (UMH) program implementation or improvement

Wealth management platform selection, improvement or optimization

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