AdvizorStack Adds Zephyr to their Financial Advisor Tech Stack
AdvizorStack has integrated Zephyr into its Financial Advisor Tech Stack, enhancing operational efficiency for financial advisors. This collaboration aims to streamline access to advanced investment management technology, such as portfolio analytics and risk evaluation tools, allowing advisors to scale their operations efficiently. Christopher Volpe, head of Zephyr, emphasized the importance of cutting-edge technology for competitive advantage, while Paul DeMaio, CEO of AdvizorStack, highlighted the benefits of this partnership in attracting new clients. A webinar is scheduled for February 22, 2023, focusing on the power of research and analytics to grow assets under management.
- Integration of Zephyr enhances the functionality of AdvizorStack's platform.
- Access to advanced tools like portfolio analytics and risk assessment for financial advisors.
- Potential to attract new clients and grow assets under management through improved service offerings.
- None.
Innovative financial tech stack designed to allow advisors to scale efficiencies and increase growth
"State-of-the-art technology designed to keep pace with timely research and data is the most important investment an advisor can make because it offers the best competitive edge," says
Zephyr's award-winning investment management platform includes portfolio analytics, asset allocation, investment manager research, proposal generation, attribution analysis and more.
"Zephyr's unparalleled expertise in research and analytics has made it a standout in the industry. With AdvizorStack now providing advisors access to this powerful tool and servicing the firm, they now have more time in their day and have a competitive edge to attract new clients, grow their assets under management, keeping pace with even the largest financial firms," says
To learn more about how AdvisorStack's technology application is opening up opportunities for its clients, the company will be hosting, The Power of Research and Analytics in Winning Clients and Growing AUM, a live webinar on
AdvizorStack is a customizable, integrated technology application management platform developed for independent RIAs, OSJs,
Zephyr's award-winning financial services software offers portfolio construction, advanced analytics, asset allocation, manager screening, risk analysis, portfolio performance and more, transforming multifaceted data into digestible intel. The award-winning technology empowers investment professionals with financial technology to navigate a bullish or bearish market. Zephyr allows investment professionals to advance their leadership skills, strengthen client relationships, and prosper in every aspect of their business—establishing a legacy of performance and results. To learn more, visit InformaConnect.com/Zephyr.
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