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TAKE 5 WITH LAURA LAMBRECHT
Zephyr’s financial services solution accomplishes two important objectives for wealth managers and financial advisors; the means to realize client goals while managing risk, and the ability to create custom, high-value experiences to maximize and sustain client investor relationships.
Contact Client Services
clientservices@informais.com
775-588-0654
800-789-5323
Subscribe to our Take 5 newsletter to learn about upcoming training, tips and best practices on using our award-winning financial solutions platform.
Expect sessions to last 45-60 minutes. Visit the registration page links below for session descriptions. If you have requests for a web training topic, please send them to clientservices@informais.com. Also, feel free to share these sessions with other Zephyr users.
Looking for training not included in our program? We want to hear from you!
clientservices@informais.com
NEW ZEPHYR SUCCESS TRAINING SCHEDULE!! Analytics is Open for Registration!
Perform asset allocation modeling and Monte Carlo Simulation, and optimize model portfolios using classic Mean Variance Optimization or the Black-Litterman model and build powerful presentations.
Tuesday, April 2
10am Central/11am Eastern
Learn to work with portfolios for use in proposals to compare a current portfolio to a proposed portfolio and create a custom presentation to tell the story of both portfolios, including ESG (Environmental, Social & Governance) analysis.
Tuesday, April 9
10am Central/11am Eastern
In this session, learn how Asset Analysis is a powerful tool for performance, risk analysis, peer group analysis, style attribution, manager search and client reporting. You will also learn how to use Zephyr’s robust analytics and wealth management tools to perform asset allocation modeling and Monte Carlo Simulation, optimize model portfolios, and apply the modeling to financial planning goals.
Tuesday, April 16
10am Central/11am Eastern
This is a “how to” webinar that covers uploading custom return streams from private clients using Create an Asset, creating client portfolios with Create a Portfolio, creating a custom peer group, filtering an asset class to find the best investments, and creating a custom report using qualitative data in Screening.
Tuesday, April 23
10am Central/11am Eastern
Learn about key statistics available in the Zephyr Platform and how to use those statistics in your workflow.
Tuesday, April 30
10am Central/11am Eastern
This session is an introduction to Zephyr for current StyleADVISOR and AllocationADVISOR users.
Are you ready to experience the power of Zephyr? Join us for Migration Monday to get started! Learn how to import custom data, funds, blends and custom universes and build and produce pages and reports. We will reserve time at the end for Q&A.
Monday, April 8
Monday, April 22
1pm Central/2pm Eastern
NEW ZEPHYR SUCCESS TRAINING SCHEDULE FOR PERFORMANCE!!
Expect sessions to last 45-60 minutes. Visit the registration page links below for session descriptions. If you have requests for a web training topic, please send them to clientservices@informais.com. Also, feel free to share these sessions with other Zephyr users.
Looking for training not included in our program? We want to hear from you!
scorecard.service@informa.com
April 3 (1:00-2:00)
Portfolio Performance with Portfolio Groups
Build performance dashboards to dive deeper into returns, allocations, benchmarks and risk analytics for client portfolios. Learn to group accounts by static selection or dynamic account codes for wider view and organizational purposes.
https://attendee.gotowebinar.com/rt/1610525487934306395
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