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Zephyr Unveils Customized Digital Dynamic Reporting using Portfolio Performance Data

/PRNewswire/ Zephyr, a subsidiary of Informa plc (LSE: INF), and a recognized leader in investment management and reporting software for financial advisors. ....

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Zephyr Unveils Customized Digital Dynamic Reporting using Portfolio Performance Data

Zephyr Unveils Customized Digital Dynamic Reporting using Portfolio Performance Data
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Prnewswire Zephyr , Chris Volpe , Randy Jones , Wealth Management Solutions , Top Ten Holdings , Informa Company , Ey Global Wealth Management Research , Daily Performance , Growth Over Time , Cash Flows , Asset Review , Portfolio Summary , Wealth Management Research , Product Management , Financial Storytelling , Customized Digital , Dynamic Performance Reporting , Portfolio Performance ,

The changing financial goals of Australian investors

As financial goals evolve with market volatility, ensuring adequate income is no longer the number one priority for investors, according to EY Global Wealth Management Research. ....

Scott Glover , Ey Global Wealth Management Research , Wealth Management Research , Rita Da Silva , Advice Review ,