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Ezra Group, LLC

Overview:

Ezra Group is a management consulting firm offering our clients specialized business and technology strategy and advice. We have focused industry expertise in financial services and can deliver a powerful blend of management, application and strategy consulting skills.

Our practice areas include:

   Wealth Management
   Unified Managed Accounts
   Equity & Fixed Income Trading
   Software Development Methodology
   Business Process Re-Engineering
   Operations Improvement

We help financial institutions (including banks, brokerages, trust companies, mutual funds, insurance, RIAs, asset managers, investment managers) and technology vendors create, expand, streamline, and growth their Separately Managed Accounts, Unified Managed Account, Advisory and Wrap platforms.

The applications where we have expertise include:

   Investment Advisor Portals and Workstations
   Proposal\IPS Generation and Account Opening
   Portfolio Management Systems
   Equity and Fixed Income Trading
   Performance Calculation and Performance Reporting
   Fee Billing and Revenue Management
   Mutual Fund & ETF Wrap
   Overlay Management

How we can help financial institutions include:

   Formulation of platform strategy and roadmap
   Implementation of new technologies
   Data integration and improvement of data quality
   In-sourcing or outsourcing of platform and/or operations
   Consolidation of platforms due to mergers and acquisitions
   Vendor selection and due diligence, including RFI and RFP (see our Case Study for more details)
   Scalability improvements and expand account capacity
   Batch cycle reduction
   Reduction of operation errors, trade errors and expenses
   Reduction of account opening cycle time and errors
   Decreased reconciliation time
   Enterprise and master data management
   Project management

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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