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.  

New User Orientation

Manager Searches & Filters

Returns, Portfolios, & Custom Data

Using Dynamic Text

How to Build a Template in ReportVIEW

Tips & Tricks

Understanding Statistics & Metrics

Intro To AllocationADVISOR

Diversify your Portfolio Using Black Litterman


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