Learn about Zephyr solutions on the Schwab Advisor Services™ website
Informa Financial Intelligence’s Zephyr, a subsidiary of Informa plc and worldwide industry leader in providing data, research and insights to financial institutions, announced their solutions are now listed on the Schwab Advisor Services website.
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The Provider Listings page is an online resource where more than 7,500 advisors who custody with Schwab Advisor Services can find information on more than 170 technology products. The inclusion of Zephyr solutions in an advisor’s tech stack arms them with the ability to allocate assets and build portfolios using multiple models, identify investments with powerful sorting, filtering and statistical tools and create custom client reports and presentations.
“We are thrilled by the opportunities provided by Zephyr’s addition to the Schwab Advisor Services website,” said Chris Volpe, Managing Director of Wealth Solutions at Informa Financial Intelligence. “Zephyr has a track record of helping advisors take action and make decisions with conviction, and we now have the ability to more easily connect and offer advisors that custody with Schwab the solutions to meet client objectives.”
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