Description
Zephyr offers a top solution encompassing asset allocation, portfolio performance, proposal generation, custom reports, managing risk and portfolio analytics, within a single platform.
Tailored to meet the unique needs of wealth managers, asset managers, financial advisors and trust professionals, Zephyr offers a comprehensive suite of features designed to simplify the investment management process and enhance client satisfaction.
Quick Details
How it Works
To get started please contact your client side representative at Zephyr or contact Scorecard.service@informa.com to setup PDF streaming with the accounts you’d like included, Wealth Access will work with a contact at Zephyr to coordinate implementation.
- This statement set will contain both individual Account statements as well as some Consolidated reports.
- Batches will be sent by statement reporting date and frequency. Each batch file is for one report period end only.
- File/package name will be <Entity_ID><MONTHENDDATE>.ZIP – (Entity Id will be Informa/Zephyr entity Id for client and must be provided by Informa/Zephyr)
- Individual PDF reports will be named as follows: <Account number>_<Entity_ID>_<Scorecard_name>_<Aggregate_ID>_<Admin Officer>_<End_date MMDDYYYY>.PDF.
- Consolidated Scorecards may contain the word <CONS> instead of account number, but will have an Aggregate ID instead (As well as Name) – Client will need to provide a map of which clients will need access to consolidated reports
Note: If there is a need to resend the file, Informa/Zephyr will resend all reports in the new file (i.e. a new full batch)