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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.

View our latest Zephyr Platform Case Studies: 
Charlesworth & Rugg, Inc.     Qualis Capital     Thrivent


 

Schwab MarketSquare           The Zephyr platform is included on Schwab OpenView MarketSquare™. For additional information about this program or program pricing, contact us.
View the Zephyr platform listing on MarketSquare here

 

Schwab OpenView MarketSquare™ is a service of Schwab Intelligent Technologies™ and provides consolidated ratings and reviews of technology solutions made by independent investment advisors. Unless otherwise noted, reviewed technology vendors are not affiliated with Schwab. Ratings and reviews do not express or imply any opinion or endorsement by Schwab of any participating vendor or product.


Financial Intelligence:最新

無料解析

  • zephyr

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 08.03.20

    The week ahead is another busy week for earnings releases. The week may not have as many blue-chip names as this week, but it does include companies that were hindered by the economic shutdown like Walt Disney, Wynn Resorts, and TripAdvisor. On the flip side, the week includes some companies who may have benefited from the shelter-in-place trade such as Square, Roku and Clorox. As for economic releases, the headliner will be Friday’s jobs report. After the initial spike in unemployment, the labor market rebounded the past two months. However, the number of new coronavirus cases has been on the rise and resulted in some new restrictions on businesses, which may again adversely affect employment numbers. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • zephyr

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 07.27.20

    The week ahead is one of the busiest weeks of the Q2 earnings season which includes some of the largest and most popular traded companies. The releases that I am particularly intrigued by are Apple, Amazon.com, Alphabet and Caterpillar. As for economic data, the first iteration of second quarter GDP will be released, which is expected to show the worst contraction in economic growth since the Great Financial Crisis. The additional item I will be closely watching and listening to will be the FOMC meeting announcement and Chairman Powell’s follow-up press conference. Very few expect the FOMC to make adjustments to its monetary policies, however, their comments about the future path of their policies, the health of the U.S. economy, and the end of the CARES Act will be closely watched. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • zephyr

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 07.20.20

    Earnings season picks up steam during the week ahead. The week contains earnings releases from companies that have taken the brunt of the COVID-19 crisis, such as United Airlines, American Airlines, and Southwest Airlines. Meanwhile, we also hear from some of the tech companies who benefited from the very poplar “shelter-in-place” and momentum trades, such as Microsoft, Amazon.com, and Snap Inc. With that being said, I most look forward to Tesla’s call, which is typically very eventful. Tesla shares, which have been the poster child of the “momentum trade”, have been on a rocket since March 18 (+316%) and is currently trading at 223 times forward earnings. In order to justify the current price, Tesla needs to release good earnings and a promising forward outlook. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • zephyr

    Zephyr Platform Case Study: Qualis Capital

    Qualis Capital has been a client since 2020 and subscribes to the Zephyr platform. Robert Pereira is the Managing Director of Research for Qualis Capital and is responsible for researching alternatives for consideration in their platform, comparing alternatives to their peers, and comparing alternative performance for their clients. Qualis Capital needed a robust analytics and reporting platform to help power in‐depth research of their managers and produce sleek, yet informative client communications. “I have been using Zephyr close to 20 years,” said Mr. Pereira, “it is the easiest way to find and analyze returns.” Read more...

    Topic industry-news manager-analysis

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 06.29.20

    Without a doubt, the headline release for the week ahead is the jobs report. The last two jobs reports have been a rollercoaster with the April report showing a historic jump in the number of unemployed and a historic spike in the unemployment rate. However, the May report was staggering, but in the opposite direction, as a record amount of people went back to work. The June release is sure to capture the attention of many as businesses begin to reopen their doors following the COVID-19 lockdown. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • zephyr

    Zephyr Platform Case Study: Charlesworth & Rugg, Inc.

    Charlesworth & Rugg has been a Zephyr client since 2016 and subscribes to the Zephyr platform. Cyrus Amini, Esq., CFA, Chief Investment Officer & Chief Compliance Officer, co‐manages the investment selection, research, and asset allocation decisions. As a midsize RIA, Charlesworth & Rugg leans heavily on their research and manager due diligence to make the most informed decisions. The ability to perform in depth research in‐house is critical. “Having a tool that allows me to look at the numbers in a one‐stop-shop way is invaluable,” Amini said. Read more...

    Topic Industry News Manager Analysis

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 06.22.20

    Recent economic data has surprised many on the upside and may be a signal that the worst is behind us. The week ahead will provide us with additional significant data points to either support the growing optimism or may set us back on our outlook for the economic rebound. Data releases that I will have a close eye on include the flash PMI readings as well as consumer sentiment, which may signal their willingness to spend and help support the economic rebound. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 06.15.20

    Investors have turned their sights back onto the COVID-19 curve and the number new cases, which has driven markets this past week. That trend will continue this week, as more and more businesses and economies begin to reopen. As for economic data, the week ahead is heavy on housing data, which will be an intriguing follow considering the low interest rates, but has the pandemic slowed the pace of permits and housing starts? Additionally, regional manufacturing data will be released which will provide some insight on the overall health of manufacturing on a national level. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 06.08.20

    With investor sentiment turning positive during the current risk on environment the week ahead will let us know if consumer sentiment has followed suit. Additionally, the FOMC will hold their June meeting and Chairman Jerome Powell will conduct his follow up press conference which is sure to capture a lot of attention to see if the Fed will include more stimulus packages and what their views are of the economy moving forward. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 05.26.20

    During the upcoming holiday shortened trading week we will get our second glimpse of first quarter GDP growth, which currently sits at -4.78%. Additionally, we will see if the recent market rally and the reopening of economies has positively impacted consumer sentiment. Finally, the Federal Reserve’s preferred inflation gauge, personal consumption expenditure measure, will be released on Friday, which will provide us with more data regarding the impact low gas prices and shrinking consumer demand has had on prices. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 05.18.20

    The housing sector will be front and center next week as we find out how the sector is coping with the shelter-in-place dynamics. Additionally, we will get the initial (flash) PMI readings on the manufacturing and services sectors. During past recessions, the services sector fared better than the manufacturing sector. However, that looks to change during this recession, as the shelter-in-place mandate has crippled services-oriented businesses such as restaurants, travel, and tourism more so than manufactures who are producing goods that are still needed for everyday life. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 05.11.20

    Based on the stellar April equity returns most investors have decided to look past the very poor first quarter earnings and the historically bad economic data and look forward to when earnings and the economy may rebound. Despite focusing on the future and a potential rebound, the week ahead contains some significant releases. We will find out what impact the historic decrease in oil prices, and demand for services and products has had on inflation. Meanwhile, the historic drop in consumer spending is sure to impact retail sales, which will be announced this week. Finally, consumer sentiment has plummeted recently along with economic activity, however, will the recent flattening of the COVID-19 curve and equity rally improve sentiment amongst consumers? Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 05.04.20

    With unemployment claims spiking above 30 million over the past six weeks, the resulting unemployment rate is sure to spike from its current 4.4%, the question is, how high will the unemployment rate climb? We will get the initial answer this week when the April jobs report is released which is surely to be one of the more widely watched data releases in history. The week ahead is also one of the busiest of the earnings cycle, while The Walt Disney Company, Activision Blizzard, and Electronic Arts will be widely watched to see how they have fared during the “lockdown”. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 04.27.20

    The week ahead is a busy one for economic data and earnings announcements. We will get our first glimpse of the Q1 GDP, which is sure to be soft considering the “lockdown” began mid quarter. Additionally, we will find out how much the low oil prices and the lack of consumer demand affected inflation in March. Finally, the week is full of big-name earnings releases including AMD, Alphabet, Caterpillar, Microsoft, Facebook, Apple, and Amazon that are sure to be closely watch, particularly if any of them decide to provide forward guidance. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 04.20.20

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition

    The week ahead includes some blue-chip earnings releases and important economic data. Earnings from major airline carriers will take center stage during the upcoming week. With COVID-19 wreaking havoc on the travel industry and nearly halting air travel, the upcoming earnings releases by some of the biggest airlines in the industry will be widely watched. With consumers on lockdown their entertainment and shopping options have become limited, which will make the earnings releases of Amazon.com and Netflix an important follow. Finally, we will get our initial glimpse at the important PMI readings for April, which are sure to be poor. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!

    Topic Industry News

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