Client Resources
Online Training
We are pleased to announce the launch of our new Zephyr Platform, a web-based application. Zephyr’s robust analytics, flexibility, and unique outputs help you achieve your clients’ wealth goals and foster trust in your investment decisions.
With the new Zephyr platform, you can:
• Experience a new, intuitive interface
• Automatically update your data and software!
• Access your proposals, analysis and reports from anywhere
• Perform holdings-based analysis to understand and effectively communicate allocation decisions
To see a demonstration of the new platform, we encourage you to join one of our scheduled web trainings by registering here.
StyleADVISOR
New User Orientation
Returns, Portfolios, & Custom Data
How to Build a Template in ReportVIEW
Understanding Statistics & Metrics
AllocationADVISOR
Intro To AllocationADVISOR