How do partnerships and integrations help ensure that advisors walk into meetings and feel confident and like they're going to have success?
So the integrations that we have help to feed data in efficiently so advisors don't have to spend time pre-meeting to really prep for the meeting. They can really focus on the client themselves. I'm really proud of our integration program. We have about 40 integrations and recently the Ezra Group sent out their integration scores.
We scored an 8.7. So that puts us in the top 10 of 600 other wealth tech providers of how nicely integrated we are. So it's everything from custodial data that's fed in so that clients don't have to duplicate the accounts, all the way to seeing your risk scores in another core technology system that the advisor's using.
So all their underlying assets will automatically update when they log in every morning, and they can put those Betterment accounts alongside any other account in Nitrogen. So whether it's fed from a different custodian or an outside account that they've added, maybe something from statement capture that they've loaded in, they can see all those alongside.
And so it just helps, prep and not have to manually adjust and create accounts before they meet with clients.
So in the past, a good integration when you first started was maybe a single sign on just to help you log into a system faster. Then it became an API push or pull, where you're pushing data in, you're having something update, but it's static and one way. The next evolution was maybe a two-way in that same vein. But we really see an evolution where agents are integrating with each other.
So instead of it being, what data can I help replicate to help and ease a process, now it's what can this integration do for me task wise? So how can the data really help to get into another system? How can this make me more efficient by actually completing tasks and getting things done? So we're really looking forward to that agent evolution of integration.