We offer unparalleled advice to the top wealth management software and services vendors

Ezra Group has extensive experience working with most of the top software vendors and turnkey asset management platforms (TAMP’s) in the wealth management space.

Product Strategy

We support our clients in developing and adjusting product strategies for software and services products. This includes reviewing and optimizing product portfolios, developing innovative new products and quickly bringing these products to market. Whether they offer end-to-end fee-based advisory platforms or are best-in-breed standalone products such as CRM, Billing or Performance, we combine our technology knowledge with market expertise to enable our clients to provide tailored solutions to their customers.

International Market Analysis

We provide in-depth analysis for managed account platform providers looking to expand into new international markets. Includes reviews of global trends, products and competition in the space with market intelligence, gap analysis, business case and actionable go to market plan.

Content Creation and Marketing

As subject matter experts in the wealth management space, we create thought leadership content on the latest industry trends that drive traffic. Our clients engage us to write content for blogs, white papers, industry analysis, product reviews and more.