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Full integration will allow investment professionals and financial advisors the ability to bring in all their clients onto the Zephyr platform regardless of their accounting system or custodian ...
Zephyr is leading the global transformation toward DevOps and Continuous Testing Agility through widely-adopted advanced quality management, automation and analytics tools.
Zephyr Associates, a financial analytics software provider to financial advisors, is seeing a steady increase in the percentage of RIA firms among its clients.
The report is compiled of data collected from a cross-section of Zephyr clients, comprised of 18,000 customers across 100 countries.