We deliver innovative solutions for wealth & asset management firms

Ezra Group has worked with many of the top wealth and asset management firms including Bank of New York Mellon, Bank of America Merrill Lynch, USAA, and Citigroup.

Product Strategy & Implementation for Managed Accounts

We support our clients in deploying Unified Managed Account (UMA) and Unified Managed Household (UMH) programs and aligning product strategies. This includes vendor evaluation and selection, implementation and optimization of business processes. We combine our expert knowledge of UMA\UMH operations and management with our market expertise to enable our clients to serve their customers with tailored solutions.

Model Management & Distribution

We guide our clients in building and optimizing investment model programs. This includes setting up an effective distribution organization, creating their sales strategy and designing market offerings tailored to individual customer groups. Our team of experts not only provides insights into markets, but also helps define appropriate strategies for different markets, identify new markets or execute expansion plans.

Technology Infrastructure Assessments

Ezra Group provides recommendations on how to increase the operational efficiency of wealth management infrastructure, eliminate siloed data sources, reduce risk, maximize intellectual capital and improve the overall client experience. These recommendations are based on an in-depth assessment the current technology and business processes, a review of future priorities as well as a detailed evaluation of the top external vendors in each application area.

We have hands-on experience with every system that a wealth or asset management firm might use, including:

  • CRM
  • Billing
  • Custody
  • Compliance
  • Workflow/BPM
  • Performance reporting
  • Document management
  • Accounting & operations
  • Advisor/client support portal
  • Marketing material/review book generation (i.e., customized reporting)
  • Paperless environment – account opening and custody instructions, including e-signature support
  • Financial planning – goals-based planning, Monte Carlo, etc.
  • Portfolio analytics – Analysis of asset allocations, generate hypothetical historical performance, perform risk analysis, equity and fixed income metrics, standardized returns, etc.