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

Rhea-AI Summary

On October 14, 2021, Zephyr, a subsidiary of Informa, announced enhancements to its platform for financial advisors, enabling seamless integration of client portfolios regardless of account locations. Utilizing the PAIX™ technology, data transfer from custodians is streamlined, improving reporting and analysis capabilities. Chris Volpe emphasized that this advancement will facilitate client acquisition and retention. The platform is lauded for its user-friendly features, including performance reporting and ESG analysis tools, underscoring Zephyr's commitment to delivering essential resources for investment professionals.

Positive

• New integration capabilities allow seamless portfolio management across various custodians.
• PAIX™ technology enhances data transfer accuracy and accessibility.
• Improved reporting tools may boost client acquisition and retention opportunities.
• High user satisfaction reported for platform's ease of use and analytical capabilities.

Negative

• None.

NEW YORK, Oct. 14, 2021 /PRNewswire/ -- Zephyr, a subsidiary of Informa plc (LSE: INF), and a recognized leader in providing data, insight and analysis to investment professionals and financial advisors, has made it easier for their customers to fully integrate client portfolios onto the Zephyr platform regardless of where those accounts are held. Utilizing technology available through Digital Finance, a Protocol for Asset Information Exchange known as PAIX^TM , the transfer of data via direct custodian feeds, held-away assets, alternative pricing, transactions, security level detail, holdings, corporate actions and historical data can be accomplished easily and accurately.

"We've removed any barriers to fully access and transfer client financial data," says Chris Volpe, Head of Informa Financial Intelligence's Zephyr business. "Investment professionals and financial advisors will now have the ability to fully and accurately report and analyze all client accounts, opening up significant opportunities for increasing their client acquisition and retention."

The Digital Financial unified DiFi model called PAIX^TM automates data sourcing free from legacy IT and capital constraints with their patented data architecture, allowing users of the Zephyr platform to utilize the popular performance reporting and analysis tool, which provide returns and analysis at multiple levels of client assets including: total portfolio, asset class and asset sub class or any customized classification structure. Zephyr users may also benchmark against a large number of market Indices or custom blended benchmarks, providing a full picture of their client's accounts and supported by a team of data professionals.

"Any data driven business platform is dependent on access to robust, accurate and comprehensive data. We are excited to be partnering with Zephyr to provide best-in-class data access enabling Zephyr clients to focus on realizing the full value of a best-in-class platform for their businesses," says Carl Reed DiFi CTO.

Zephyr provides investment professionals access to timely information, exclusive research and comprehensive data to keep their clients engaged and informed. The platform consistently scores high among users for its ease of use, custom client presentation options, portfolio performance generation and ESG analysis tools. The Zephyr team is committed to ensuring their customers possess all the necessary resources to exceed their client's expectations. Visit financialintelligence.informa.com to learn more about Zephyr and to request a demo or 14-day free trial on the Zephyr platform.

New Tech Tools Designed to Help You Win Clients and Influence Investors

Join Zephyr's Director of Product Management, Randy Jones and the company's Market Strategist, Ryan Nauman and AppCrown's Growth Strategist Franklin Tsung on October 21, 2021 at 4pm EDT for an Exclusive Webinar that discusses New Tech Tools Designed to Help You Win Clients and Influence Investors. Moderated by Wealth Management's Editor-in-Chief, David Armstrong, the program focuses on trends that have financial advisors poised to acquire clients from every demographic group and how technology is driving success. To register, visit WealthManagement.com.

Media Contact:
Zach Allegretti, JConnelly
973-850-7341
zallegrettiii@jconnelly.com

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SOURCE Zephyr

FAQ

What recent updates has Zephyr made to its platform for financial advisors?

Zephyr has enhanced its platform to allow seamless integration of client portfolios across different custodians using PAIX™ technology.

How does PAIX™ technology benefit Zephyr users?

PAIX™ technology automates data sourcing and improves accuracy in reporting client accounts, enhancing overall user experience.

What opportunities does the new Zephyr platform feature provide for investment professionals?

The new features support better client acquisition and retention by enabling comprehensive analysis of client portfolios.

When is the webinar discussing new tech tools for financial advisors?

The webinar is scheduled for October 21, 2021, at 4 PM EDT.