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Wealth and Asset Management

Zephyr Named Finalist in 2022 Wealth Management Wealthies Awards

June 10, 2022

By News Team

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Zephyr has been named a finalist in two Wealth Management Industry Award categories for Portfolio Analytics and Portfolio Management, Accounting and Performance Reporting. The annual 'Wealthies' awards program honors individuals, organizations and companies that help financial advisors build better businesses and create better outcomes for their clients. "Zephyr represents what…

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