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 PAIXTM
, 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
PAIXTM 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