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