The Zephyr team examines over the future of wealth management, focusing on the profound shift towards personalization and unpack the implications of the "great wealth transfer," the push for personalized investments and the powerful influence of AI on client relationships.

What if you could transform your financial advising practice into an efficiency powerhouse? Join us in exploring the game-changing strategies that can help financial advisors and asset managers overcome common challenges.

The ‘great wealth transfer’ is coming—will you be ready? Join host Ryan Nauman, along with Chris Volpe and Randy Jones, as they unpack Zephyr’s latest innovations.

Discover how Zephyr’s advanced reporting transforms client trust and transparency! Join host Ryan Nauman, as he discusses how Zephyr simplifies the performance reporting process for wealth managers.

Learn how Zephyr empowers financial advisors to develop personalized investment strategies tailored to each client’s unique goals and needs.

Discover how Zephyr’s cutting-edge tools help financial professionals create personalized investment proposals that truly resonate with clients. Learn about the strategic benefits of integrating Zephyr to streamline client engagement and elevate portfolio management.

Whether you’re a financial advisor, asset manager, or an industry enthusiast, discover how Zephyr aids in portfolio optimization, risk assessment, compliance, and more. Learn how it empowers professionals to build AUM and strengthen client relationships through compelling storytelling and cutting-edge technology.

Discover the profound power of Separately Managed Accounts (SMAs) in the newest episode of “A to Zephyr”. Host Ryan Nauman, alongside Randy Jones and Nick Williams, dives into the significant role of SMAs in today’s financial landscape. Perfect for wealth managers, financial advisors, asset managers, and RIAs, this episode highlights the trend towards personalized investment strategies and how Zephyr’s state-of-the-art technology and the extensive PSN database are pivotal in this shift. Listen here.

What if you could read your clients’ minds?

Explore how Zephyr’s personalization tools are changing the game in wealth management in the latest edition of “A to Zephyr”. Ryan Nauman, Chris Volpe, and Randy Jones from Zephyr guide you through the pivotal role of personalization in financial services. Ideal for wealth managers, financial advisors, and asset managers, this episode delves into enhancing investor relationships with cutting-edge technology and strategic financial insights.

Is your investment portfolio ready to weather any financial storm?

Ascend to mastery in the “A to Zephyr” podcast with Ryan Nauman, Chris Volpe, and Randy Jones from Zephyr. Together they dive into the essential art of building resilient investment portfolios, specifically for wealth managers and financial advisors. The conversation revolves around strategic asset allocation, blending diverse asset classes, and utilizing Zephyr’s innovative tools to navigate dynamic markets and meet a variety of client objectives.

Join host Ryan Nauman and his guest Randy Jones, Zephyr’s Director of Product Management, as they unravel the complexities of modern-day investment risks.

In this inaugural episode of the A to Zephyr podcast, team members Ryan Nauman, Chris Volpe, and Randy Jones share insights and experiences that led them to collectively contribute to Zephyr, a comprehensive platform for financial advisors, wealth managers, financial analysts, and asset managers. The team delves into the constantly evolving state of the market and the innate need for strong wealth management software solutions such as online portfolio analysis and financial market research. The discussion encompasses rising trends between AI in wealth management and the benefits of asset allocation.