Ezra GroupClient Forms

Wealth Management Technology Consulting

Select the form you were asked to complete.

Each form feeds directly into our analysis. Answer what you can — partial responses are still useful, and you can download or print a copy of anything you submit.

Technology inventory

Tech Stack Intake Form

A structured inventory of the platforms running your firm — CRM, planning, portfolio, compliance, marketing and more.

37 categories · about 10 minutesStart form Vendor selection

Performance Reporting Discovery Questionnaire

Pre-RFP discovery across current state, calculation methodology, benchmarks, reporting, integration, compliance and conversion.

143 questions · completed with your teamStart form