WealthTech Today

WealthTech Today


Ep. 222: Bridging the Advisor Technology Gap with Bill Capuzzi, Apex

January 25, 2024

The post Ep. 222: Bridging the Advisor Technology Gap with Bill Capuzzi, Apex appeared first on and was written by Craig Iskowitz.


Come on in and sit back and relax. You’re listening to Episode 222 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology.   My guest for this episode is Bill Capuzzi, […]


The post Ep. 222: Bridging the Advisor Technology Gap with Bill Capuzzi, Apex appeared first on and was written by Craig Iskowitz.