Zephyr Integrates ByAllAccounts to Expand Advisor Data Access
April 10, 20263 min
Zephyr, a subsidiary of Informa plc, and a recognized leader in asset and wealth management software today announced an integration with Morningstar’s ByAllAccounts, a premier data aggregation platform serving the wealth management ecosystem. This integration marks a significant step forward in transforming the way advisors are using Zephyr software to manage client data and deliver value. “This integration underscores Zephyr’s commitment to equipping advisors with cutting-edge tools that enhance their ability to serve clients effectively,”...
