News

Data News

Zephyr has added two new databases to its line-up!
The Financial Times and Stock Exchange (FTSE) is now available with our Full Index Update. Morningstar Separately Managed Accounts (SMA) are now available for purchase.
New S&P US Sectors Database
This database includes all the US indexes that are part of the S&P 500, 400, 600, and 1500 which is about 1000 indexes. It includes all 4 levels of the GICS for these market cap breakdowns and also some of the composite, growth and value indexes. The fields that included are Index Group which names what market cap breakdown (100, 400, etc.) they fall in and another field for GICS Level (Sector, Industry Group, Industry, Sub-Industry).

Company Related News

Zephyr Client Consultant, Lauren Boismier, quoted in Plan Adviser
Lauren Boismier adds insight to the Plan Adviser article, "Tools of the Trade: The right software can make running your practice simple."
Regional Training - Philadelphia, PA - July 29th
Zephyr will be hosting a Regional training session in Philadelphia, PA on Thursday, July 29th.
2010 Client Conference Registration Available Now!
Registration, agenda, and conference information are now available! Register early as space is limited. We hope to see you at Lake Tahoe in September!

Product News

Zephyr OnDEMAND (ZOD) 4.2 Has Been Released!
ZOD 4.2 has some exciting new features including ability to create templates in StyleADVISOR 8.0 and upload them to ZOD.
StyleADVISOR 8.0 and AllocationADVISOR 7.0 Have Been Released!
Zephyr is pleased to announce the release of StyleADVISOR 8.0 and AllocationADVISOR 7.0! We encourage clients to upgrade their software and experience all of the features the new versions have to offer. If you are not a client and interested in finding out more information about StyleADVISOR 8.0 and AllocationADVISOR 7.0, please call 1-800-789-5323 or 775-588-0654 in the U.S. and +44 207 237 3090 in Europe and ask to speak with a Sales Representative or email sales@styleadvisor.com or europesales@styleadvisor.com.