![]() ![]() ![]() To learn more about Portfolio Performance capabilities, sign up for Fintech Reboot: How Trust Officers and Financial Advisors are Building Brand Equity scheduled for Decemat 1pm CST/ 2pm EST. Zephyr subscribers also have access to a highly responsive client services team to assist with questions or issues. ![]() Zephyr's experienced data management team cleanses data and audits for accuracy to verify complete and accurate information including handling corporate actions and other transactions appropriately. Portfolio Performance integrates with all trust, accounting and custodian systems with holdings, transactions, prices and other relevant information processed daily or monthly.
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