Zephyr Financial Services Software

Award-winning financial services software, enabling wealth managers and advisors to fully manage client goals and create powerful investor experiences.

[Zephyr Financial Services Software @ZephyrInforma]

Ready to elevate your practice? Join Zephyr at Wealth Management EDGE, the leading event for advisor growth.

📅: June 9-11, 2026
📍:The Boca Raton Resort — Boca Raton, FL

Register today and save 20% with code Zephyr2026 --> https://t.co/UkoifkikHd

#WealthManagement

[Zephyr Financial Services Software @ZephyrInforma]

Join the next Zephyr training session: Essentials for Transitioning to Zephyr from StyleADVISOR

⏰7-7:45pm BST

Sign up today: https://t.co/QXYjM6lu05

#Zephyr

[Zephyr Financial Services Software @ZephyrInforma]

Want to see Zephyr in action?

Join the next training session: Comprehensive Performance & Portfolio Optimization

🗓️ Tuesday, April 21, 2026
⏰ 4pm-4:45pm

Sign up today: https://t.co/L1s0JniFHT

#Zephyr

[Zephyr Financial Services Software @ZephyrInforma]

Zephyr PSN Outlook for 2026 eBook is now available!

Take a read today: https://t.co/4yA8DyPWq6

#Zephyr #PSN #SMAs

[Zephyr Financial Services Software @ZephyrInforma]

Announcing this quarter’s PSN Top Guns winners 🏆

Earning a Top Guns award is a mark of excellence across separate accounts, managed accounts and managed ETF strategies

Check out the full list of winners here: https://t.co/7O55czEHqD

#Zephyr #PSN #TopGuns

[Zephyr Financial Services Software @ZephyrInforma]

Zero-commission annuities are changing the conversation.

Ryan Nauman speaks with David Lau of DPL Financial Partners about how they’re reshaping retirement income strategies and the modern advisory model: https://t.co/kUCUkpGEkX

#Zephyr

[Zephyr Financial Services Software @ZephyrInforma]

Is the American Dream evolving?

Check out the latest Adjusted for Risk podcast where Ryan Nauman speaks with Beth Lawlor of U.S. Bank: https://t.co/PfzDhdtppd

#Zephyr

[Zephyr Financial Services Software @ZephyrInforma]

On the latest episode of Adjusted for Risk Podcast 🎙️

Ryan Nauman talks with Scott Ladner of Horizon Investments about goals-based investing—and why it’s time to move beyond style boxes. Tune in: https://t.co/uE2nTZsIX0

#Zephyr #AdjustedforRisk

[Zephyr Financial Services Software @ZephyrInforma]

Welcome back to Zephyr's Adjusted for Risk podcast! Check out this recent episode with Matt Matrisian, President of Signature Estate & Investment Advisors: https://t.co/ePNOF9hEsq

#AdjustedforRisk #Zephyr

[Zephyr Financial Services Software @ZephyrInforma]

The A to Zephyr Podcasts fourth episode, "How to Stand Out with Enhanced Personalization," is now live! Listen here: https://t.co/VystGuFFw3 . For more information on this podcast click here: https://t.co/F88MerNnNh

[Zephyr Financial Services Software @ZephyrInforma]

Join us at FinovateSpring, fintech’s premier meeting place for decision-makers, and save 20% with discount code FKV2476ZPW. Learn more and save here - https://t.co/JhJQeMPsKR

[Zephyr Financial Services Software @ZephyrInforma]

Check out Nick Williams’ recent article in @wealth_mgmt where he discusses the trends, we see continuing to develop in 2024 which may make it the year of the separately managed account: https://t.co/kngZTLK4Bc #marketoutlook

[Zephyr Financial Services Software @ZephyrInforma]

@LkTahoeBadger appeared on @BloombergRadio'Daybreak Asia' & discussed what the #Fed may do next & his outlook for the #market. Ryan highlights that we need the Fed to become more stable & clearer in its messaging. For more, see Ryan's appearance here: https://t.co/8ECgwXuGXN

[Zephyr Financial Services Software @ZephyrInforma]

@LkTahoeBadger appeared on @BloombergRadio 'Daybreak Asia' & discussed his #market outlook. Ryan highlights that there's still going to be a spike in issuance moving forward, which should support higher yields. For more, see Ryan's appearance here: https://t.co/FMjeutKBro

[Zephyr Financial Services Software @ZephyrInforma]

New era of the Adjusted for Risk podcast is upon us! Don't forget to smash the subscribe button!

https://t.co/mV8JwxKzAX

[Zephyr Financial Services Software @ZephyrInforma]

In his recent @FAMagazine piece, @LkTahoeBadger discusses why separately managed accounts (SMAS) can be an ideal #investment vehicle for any type of investor & how #SMAs can be an advisor's ally. For more, read Ryan's full article below: https://t.co/XE0gSF1bcW

[Zephyr Financial Services Software @ZephyrInforma]

.@LkTahoeBadger discussed with @NPetallides on @SchwabNetwork the markets & where he's seeing opportunities, & highlights how separately managed accounts are an optimal investment vehicle for #investors seeking alternatives allocations: https://t.co/3nmo76TSlp

[Zephyr Financial Services Software @ZephyrInforma]

Chris Volpe was featured in Private Wealth @FAMagazinediscussing why #SMAs have become increasingly popular, the benefits they offer to retail investors & how we help #advisors identify which SMAs to invest in. Check out the full Q+A below: https://t.co/dQ4U5rDRLI

[Zephyr Financial Services Software @ZephyrInforma]

Judi Galst, Associate Director, Private Clients at @HenleyPartners, came on the Adjusted for Risk podcast to discuss the increasing demand from Americans to invest in foreign passports to help diversify their mobility options.

https://t.co/QCWqXKQprE

[Zephyr Financial Services Software @ZephyrInforma]

Get ready for the second half of 2023 with this great episode of the Adjusted for Risk podcast!

[Ryan Nauman @LkTahoeBadger]

It was so much fun the first time, @RevisorGroup 's Landon Jones and Ethan Dunbar decided to run it back. Check out our latest Adjusted for Risk podcast.

https://t.co/dyFxxnsurM