Zephyr, a subsidiary of Informa plc, and a recognised leader in asset and wealth management software, has 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,” said Chris Volpe, Managing Director of Wealth Management Solutions and Head of Zephyr. “By leveraging ByAllAccounts’ robust data aggregation capabilities, advisors can streamline their operations, reduce costs, and deliver a differentiated service experience.”
Advisors using Zephyr will now have access to ByAllAccounts’ enriched data, offering a view of client assets across multiple accounts and institutions. This enables more informed decision-making and personalized financial planning. ByAllAccounts’ proprietary enrichment process reduces time to reconciliation, allowing advisors to focus on strategic client engagement rather than administrative tasks.
The integration provides seamless data integration between Zephyr’s investment management platform and ByAllAccounts, simplifying workflows and improving operational efficiency.
With access to accurate, aggregated data, advisors can deliver tailored investment strategies, optimize portfolio performance, and foster deeper client trust.
