Gozer for
Registered Investment Advisors
RIAs save time, effort, and money
Zuul streamlines the flow of financial data from agency to advisor, reducing the friction RIAs typically experience when relying on flat files or daily updates. By leveraging the newest cloud technologies to convert different data formats into a unified format, RIAs no longer need to grapple with disparate data points or infrequent updates. Advisors can now focus on what they do best while saving time and reducing overhead costs.
Do more with Enhanced data
Zuul offers Enhanced and Comprehensive data sets, critical for delivering better and more accurate financial advice to end-clients. With Zuul, advisors can access a greater range of data points, not just the limited set typically shown by traditional systems like DTCC. This richer set of data equips advisors to make more informed decisions, provide better advice, and ultimately better serve their clients.