Tag : Zephyr

Zephyr Unveils Customized Digital Dynamic Reporting using Portfolio Performance Data
Investment Services News

Zephyr Unveils Customized Digital Dynamic Reporting using Portfolio Performance Data

PR Newswire
by PR Newswire0
Dynamic performance reporting is the “wow factor” in presenting financial goals to clients versus a static page report or presentation Zephyr, a subsidiary of Informa plc, and a recognized leader in investment management and reporting software for financial advisors and wealth managers, unveiled enhanced performance reporting capabilities allowing Zephyr software subscribers......
Informa's Zephyr Announces Strategic Partnership and Integration with FutureVault
Compliance management News

Informa’s Zephyr Announces Strategic Partnership and Integration with FutureVault

PR Newswire
by PR Newswire0
Powerful digital vault technology enables an optimized workflow experience and a well-designed compliance program for investment professionals Zephyr, a subsidiary of Informa plc, and a recognized leader in financial services software for investment professionals via their Zephyr investment management platform has entered into a strategic partnership with FutureVault, an industry leading provider......
AdvizorStack Adds Zephyr to Their Financial Advisor Tech Stack
Finance Investment Services News

AdvizorStack Adds Zephyr to Their Financial Advisor Tech Stack

Fintech News Desk
by Fintech News Desk0
Innovative financial tech stack designed to allow advisors to scale efficiencies and increase growth Zephyr, a subsidiary of Informa plc and a recognized leader in investment management technology for wealth managers and advisors, is now available within AdvizorStack’s innovative Financial Advisor Tech Stack. AdvizorStack is a connected dashboard that streamlines operations......
Informa's Zephyr Announces Salesforce Cloud Integration Via AppCrown
Finance News

Informa’s Zephyr Announces Salesforce Cloud Integration Via AppCrown

Fintech News Desk
by Fintech News Desk0
Powerful AppCrown technology makes integration seamless, without code, no manual input and within 24 hours Zephyr, a subsidiary of Informa plc, and a recognized leader in providing data, insight and analysis to investment professionals and financial advisors via their Zephyr financial services platform, has partnered with AppCrown, making it possible......
Zephyr Releases Portfolio Performance, Comprehensive Investment Performance Reporting
Investment Services Investments News

Zephyr Releases Portfolio Performance, Comprehensive Investment Performance Reporting

Fintech News Desk
by Fintech News Desk0
Advisors can review client portfolio returns across multiple class levels and compare performance with market indices, blended or static benchmarks Zephyr, a subsidiary of Informa plc , and a recognized leader in providing data, insight, and analysis to investment professionals via its financial services platform, announced the release of Portfolio......
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