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Wednesday, August 19, 2026The Morning Brief →Sign in
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Zephyr

In PWD coverage since August 18, 2026 · 1 story
1Deals on our tracker
Deal recordFull tracker →
Jul 31, 26Deal announcedYCharts
PWD coverage
practice

YCharts folds Zephyr SMA data into proposals; Advyzon ships AI suite

Two upgrades inside existing platforms push RIAs to test built-in features against the tools they already run.
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