Innovative financial tech stack designed to allow advisors to scale efficiencies and increase growth New York, NY – February 14, 2023 – Zephyr, a subsidiary of Informa plc (LSE: INF) and a recognized leader in investment management technology for wealth managers and...
Have you outgrown your Tech Stack? Having the right tech stack as a financial advisor is essential to your firm’s success. Let’s face it, most advisors are not experts in technology, managing integrations, or data migration. The growth of technology options in...
