Categories

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.

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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