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Comprehensive portfolio analysis software

Zephyr | Data analysis and tools | Financial intelligence

Whether you are a financial advisor, analyst, or product provider, Zephyr is your key to client retention and asset accumulation. Robust investment analysis capabilities, custom portfolio analytics tools, and insightful visuals help guide your thinking and showcase your know-how.

Achieve your clients’ wealth goals and build trust in your decision-making

The latest web-based Zephyr is loaded with important features to drive business growth.

  • Manager research – screen thousands of investment portfolio products with powerful sorting, filtering and statistical tools.
  • Manager analysis – track and compare multiple investment products and run Returns Based Style Analysis using 200+ key statistics.
  • Asset allocation – build portfolios using classic mean variance optimization or our sophisticated Black-Litterman optimization module.
  • Modelling – estimate the probability of meeting future wealth goals using the Monte Carlo simulation module.
  • Client reporting – streamline the reporting process to speed up asset acquisition.
  • Presentations - Create interesting graphs to display a client’s current portfolio, and brand pages with your logo and footnotes.
  • The Zephyr Analytics API improves user experience and coverage for your internal and external applications. The API is sourced from industry-leading portfolio analysis and reporting application Zephyr StyleADVISOR and robust separate account research application PSN Enterprise.


A streamlined interface
puts the value-added information you need at your fingertips, and extensive charting and visualization tools let you filter, view, analyze, and report like never before.

Financial Intelligence:最新

無料解析

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 02.18.20

    By ryan-nauman 18 Feb 2020

    The week ahead is full of housing data, from home builders' confidence to existing home sales. The housing market has recently stabilized, in large part due to a strong labor market and low mortgage rates, however, for the sector to completely rebound, inventory needs to pick up, so the release of housing starts and building permits data should be widely watched. Walmart is the headline earnings release, while providing insight into the consumer after the soft retail sales number last week. Is the consumer still willing to shoulder the economy, or are they losing some momentum? Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 02.10.20

    By ryan-nauman 10 Feb 2020

    Despite the Q4 earnings season slowing down, there remains some big-name companies who are on deck to release earnings this week including: Cisco Systems, Applied Materials, and Nvidia. While it might be a quiet week for earnings, the week ahead is full of important economic data releases, including small-business optimism, inflation, and retail sales. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 02.03.20

    By ryan-nauman 03 Feb 2020

    Ryan Nauman's Weekly Recap

    Based on how this week finished, most investors will be focusing on the coronavirus outbreak and its growth. However, the week ahead has some big earnings and economic data releases that are worth monitoring. The manufacturing PMI and ISM manufacturing indexes are top of the list, as the sector has stabilized recently and will be an important sign on the overall health of the economy. The end of the week includes the ever-important jobs report. As for earnings releases, Alphabet, Ford, Disney, and GrubHub are some of the names I will be watching closely. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 01.27.20

    By ryan-nauman 27 Jan 2020

    The week ahead includes a full slate of earnings releases from blue chip companies. Despite all the big names that will be announcing Q4 earnings, including market drivers - Apple, Microsoft, Facebook, and Amazon.com - I will be keeping a close eye on FinTwit darling, Beyond Meat. After having an incredible run after going public in 2019, Beyond Meat’s price has been nearly halved. It will be interesting to see what valuations the earnings support. Despite expectations running high that the Federal Reserve will remain on the sidelines, their meeting this coming week will be closely watched for any signals that their monetary policy may change in the near future. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 01.21.20

    By ryan-nauman 21 Jan 2020

    The fourth quarter earnings season picks up steam during the upcoming week. As I mentioned above, expectations remain muted for this cycle, however, there are some big names reporting during the upcoming week that should be closely watched. Below are some that I will be focusing on. The upcoming economic data release is light due to the shortened trading week, however, the Markit flash PMIs will be widely watched. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 01.13.20

    By ryan-nauman 13 Jan 2020

    Low inflation has been a primary consideration during the Federal Reserve’s monetary easing in 2019, while, the week ahead will give us more insight on the current level of inflation. We will also learn more about the willingness of the U.S. consumer to spend when the retail sales numbers are released on Thursday. Finally, we get our first glimpse at the health of the housing market in 2020, which stabilized in 2019 thanks to lower mortgage rates. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 12.16.19

    By ryan-nauman 16 Dec 2019

    Ryan Nauman's Weekly Recap 12.16.19

    The week ahead is full of noteworthy economic data releases. The initial PMIs will be widely watched to see if the manufacturing sector has found a bottom. Additionally, data on the housing sector will grab headlines, as we find out if low mortgage rates will continue to boost the sector. Finally, we will get another look at how the U.S. economy performed during the third quarter when the revised GDP report is released. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 12.09.19

    By ryan-nauman 09 Dec 2019

    It is Fed week again! Next week’s Federal Reserve (Fed) meeting and Chairman Jerome Powell’s follow up press conference lacks some anticipation, as expectations are high that the Fed will keep key short-term benchmark rates in a range of 1.5% - 1.75%. With most expecting the Fed to take a pause in cutting rates, attention will be turned to the Fed’s statement and the follow up press conference to try and decipher the Fed’s monetary policy in 2020. As for economic data, the headliners will be the consumer price index and retail sales. Muted inflation was a primary reason why the Fed cut rates in 2019, and expectations are for inflation to remain soft moving forward. With the holiday season in full stride, retail sales will be widely watched and an important indicator on if the strong consumer will continue to shoulder the U.S. economy. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 11.18.19

    By ryan-nauman 18 Nov 2019

    Ryan Nauman's Weekly Recap 11.18.19

    Over the past few months the housing market has solidified as low mortgage rates have brought buyers back to the market, however, inventory remains low. The week ahead will provide us with more information regarding the housing market turnaround. Additionally, we will receive the initial flash PMIs on the manufacturing and services sectors. Markets have priced in weak manufacturing numbers, however, if there is a bad miss on the downside, markets could react negatively. We are near the third quarter earnings cycle finish line, which has been better-than-expected to this point. The upcoming week is headlined by retailers, which will be widely watched. The economic expansion has been shouldered by the consumer, and in order for the expansion to continue, the consumer will need to continue to spend. We will find out if these brick-and-mortar retailers have capitalized on the strong consumer, what challenges they face with six less shopping days during the shopping season, and if they provide any insight on consumer spending trends moving forward. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 11.11.19

    By ryan-nauman 11 Nov 2019

    While we are entering the later stages of the third quarter earnings cycle, the week ahead includes a few big-name earnings releases, including Walmart, Cisco, and some pot stocks. As for economic data, the CPI reading will be widely watched as most expect inflation to remain muted, furthermore, retail sales will be a popular release as strong consumer spending remains vital for the expansion to continue. Additionally, next week is a busy week for Federal Reserve talk, as Chairman Powell is scheduled to testify, and numerous Fed officials are scheduled to speak throughout the week. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 11.04.19

    By ryan-nauman 04 Nov 2019

    The third quarter earnings cycle continues to roll along during the week ahead. Meanwhile, the services sector will be examined with the release of the Markit services PMI reading and ISM non-manufacturing index. With the manufacturing sector showing some promise that it may have bottomed, it will be important for the services sector to remain on solid footing to support the economy while the manufacturing sector recovers. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 10.28.19

    By ryan-nauman 28 Oct 2019

    Fed week is upon us. Despite another busy week for earnings and economic data releases, all eyes will be on the FOMC meeting during the upcoming week. With inflation remaining muted, soft manufacturing data, signs of a slowing services sector, and weak retail numbers, combined with slowing global growth and trade uncertainties, I think the Fed has enough data to cut rates for the third time this year. Traders are also expecting a rate cut, as the CME FedWatch Tool currently shows a 93.5% chance the Fed cuts. The high expectations for a cut also increases the possibility for a negative shock if the Fed disappoints in either their actions or comments. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 10.21.19

    By ryan-nauman 21 Oct 2019

    Ryan Nauman's Weekly Recap 10.21.19

    Economic data releases for the upcoming week are a little light. We will get the initial Markit manufacturing and services PMI readings, which will be widely watched, particularly the services PMI. Recent housing data releases have shown promise, and we will see if the trend continues this week. Meanwhile, the third quarter earnings cycle continues to roll along. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 10.14.19

    By ryan-nauman 14 Oct 2019

    The third quarter earnings cycle kicks off in earnest this week, headlined by some of the biggest names in the financial sector. It will be interesting to hear how financials were able to control costs while low interest rates and the inverted yield curve put pressure on their income potential. As for economic data, housing data will capture the headlines. Recent data on the housing sector has shown promise, and we will see if falling mortgage rates continued to provide a boost to the sector. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 10.07.19

    By ryan-nauman 07 Oct 2019

    All eyes will be on the renewed trade talks between the U.S. and China during the upcoming week. The stakes are getting higher as we inch towards an election year, global economies are slowing due to trade uncertainties, and political chaos is certain to remain heightened due to the impeachment inquiry. I don’t expect both sides to come to a truce this week, however, any sign of progress will be good, while investors may doubt a deal will ever get done if we have another breakdown in talks. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic industry-news

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