Zephyr Launches Integration with ByAllAccounts to Expand Custodial Data Aggregation to Advisors [TheStreet.com]
Morningstar, Inc. (MORN)
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Source: TheStreet.com
NEW YORK April 8, 2026 /PRNewswire/ -- Zephyr , a subsidiary of Informa plc (LSE: INF), and a recognized leader in asset and wealth management software today announced an integration with Morningstar's ByAllAccounts , a premier data aggregation platform serving the wealth management ecosystem. This integration marks a significant step forward in transforming the way advisors are using Zephyr software to manage client data and deliver value. "This integration underscores Zephyr's commitment to equipping advisors with cutting-edge tools that enhance their ability to serve clients effectively," says Chris Volpe, Managing Director of Wealth Management Solutions and Head of Zephyr. "By leveraging ByAllAccounts' robust data aggregation capabilities, advisors can streamline their operations, reduce costs, and deliver a differentiated service experience." Key Benefits of the integration: Comprehensive Client Insights : Advisors using Zephyr will now have access to ByAllAccounts' enrich
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MORN
Sec Filings
- 3/27/26 - Form ARS
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- MORN's page on the SEC website