Zephyr in the News

Zephyr Launches A to Zephyr Podcast Offering Insights into Financial Services Technology Best Practices

Zephyr Releases PSN Top Guns List for Q3 2023 Highlighting Best-In-Class Separate Accounts, Managed Accounts and Managed ETF Strategies

Zephyr Unveils Customized Digital Dynamic Reporting using Portfolio Performance Data

Zephyr Releases PSN Top Guns List for Q2 2023 Highlighting Best-In-Class Separate Accounts, Managed Accounts and Managed ETF Strategies

Zephyr Releases PSN Top Guns List for Q1 2023 Highlighting Best-In-Class Separate Accounts, Managed Accounts and Managed ETF Strategies

Zephyr Releases PSN Top Guns List for Q4 2022 Highlighting Best-In-Class Separate Accounts, Managed Accounts and Managed ETF Strategies

Informa’s Zephyr Named “Best Retail Investment Platform” in 2023 FinTech Breakthrough Awards Program

AdvizorStack Adds Zephyr to their Financial Advisor Tech Stack

Zephyr Releases PSN Q3 2022 Top Guns List Highlighting Best-In-Class Separate Accounts, Managed Accounts and Managed ETF Strategies

A FinTech CMO’s Recap of Schwab IMPACT 2022

Nasdaq TradeTalks: Asset Allocation and the Type of Companies That Investors Should Be Focusing On

Zephyr's Poll of Wealth Managers Puts Politics at the Center of the Industry's 2023 Outlook

Yahoo Finance! Fed’s inflation rate and PCE data ‘look stubborn’ ahead of 75 basis-point hikes: Strategist

TD Ameritrade: Invest In Discounted Tech While Fed Remains Steadfast In Rate Hikes

Financial Advisor Magazine: The Reproposal: Smart Ways To Enhance Client Retention

Financial Advisor Magazine: How To Talk To Clients About The Recession

Bloomberg: Ryan Nauman on the Markets (Radio)

Wealth Management: Zephyr’s Margaret Tobiasen shares her insights on the impact of #SMA’s and how much it’s progressing in utilization.

Financial Planning Podcast with Justin Mack: Why advisors shouldn't wait to reinforce their value, with guest Chris Volpe

PSN Partners with Investment Management Support Solutions (IMSS), Extending Qualitative and Quantitative Separately Managed Account Data

Zephyr Named Finalist in 2022 Wealth Management Wealthies Awards for Portfolio Analytics and Portfolio Management, Accounting and Performance Reporting

Zephyr PSN SMA Data to be Distributed via FinMason's FinRiver API

Zephyr Releases PSN Top Guns List, Outlining Best Performing Strategies for Q1 2022

Zephyr's PSN Partners with APX Stream Allowing Managers to Streamline and Expand the Publication of Data

Informa Financial Intelligence's Zephyr Partners with OWL Analytics to Provide ESG Ratings & Rankings

Informa’s Zephyr Named “Best Financial Research and Data Company” in 2022 FinTech Breakthrough Awards Program

Zephyr Launches Global Markets in View Webinar Series

Informa's Zephyr Announces Salesforce Cloud Integration Via AppCrown

Zephyr Releases Portfolio Performance, Comprehensive Investment Performance Reporting

Zephyr expands integration to financial institutions worldwide through a partnership with Digital Financial

Zephyr Releases PSN Top Guns List for Q4 2023, Highlighting Best-In-Class Separate Accounts, Managed Accounts and Managed ETF Strategies