Zephyr Financial Solutions

In the News

December 11, 2023

Zephyr Unveils Customized Digital Dynamic Reporting using Portfolio Performance Data

September 6, 2023

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

June 8, 2023

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

March 27, 2023

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

March 23, 2023

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

February 14, 2023

AdvizorStack Adds Zephyr to their Financial Advisor Tech Stack

December 2, 2022

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

November 28, 2022

A FinTech CMO’s Recap of Schwab IMPACT 2022 

November 14, 2022

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

November 3, 2022

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

October 28, 2022

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

October 21, 2022

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

September 28, 2022

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

September 6, 2022

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

September 4, 2022

Bloomberg: Ryan Nauman on the Markets (Radio) 

August 18, 2022

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

August 17, 2022

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

June 15, 2022

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

June 9, 2022

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

June 1, 2022

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

May 23, 2022

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

April 26, 2022

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

April 21, 2022

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

March 17, 2022

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

March 8, 2022

Zephyr Launches Global Markets in View Webinar Series

December 21, 2021

Informa's Zephyr Announces Salesforce Cloud Integration Via AppCrown

November 29, 2021

Zephyr Releases Portfolio Performance, Comprehensive Investment Performance Reporting

October 14, 2021

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

Wealth Management EDGE Panel Featuring Chris Volpe, Head of Zephyr

Stacking the Deck: Building the Ultimate Client Experience in Today's Economic Climate