Full integration will allow investment professionals and financial advisors the ability to bring in all their clients onto the Zephyr platform regardless of their accounting system or custodian NEW ...
NEW YORK, April 8, 2026 /PRNewswire/ -- Zephyr, a subsidiary of Informa plc (LSE: INF), and a recognized leader in asset and wealth management software today announced an integration with ...
In this episode of Zephyr's Adjusted for Risk Podcast, host Ryan Nauman speaks with Todd Moser, President of the Personal Office at NorthRock Partners. Todd shares his journey in the financial ...
Zephyr Associates, a financial analytics software provider to financial advisors, is seeing a steady increase in the percentage of RIA firms among its clients. Processing Content RIAs account for ...
LOS ANGELES, March 14, 2024 (GLOBE NEWSWIRE) -- FinTech Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies and products in the global FinTech ...
In a new episode of the Financial Planning Podcast, Chris Volpe tells advisors why right now is the perfect time to remind clients of your value. Volpe works as head of Informa Financial ...
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