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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, psn-sma

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 11.16.20

    The week ahead will be highlighted by the release of October retail sales numbers as we head into the ever important holiday shopping season for retailers. With coronavirus cases picking up in October, the level of retail sales will be an interesting watch. Speaking of retailers, the week ahead is full of earnings releases from the biggest names in retail such as Walmart, Home Depot, Target, and Lowes. Headwinds persist for retailers, however, companies with a solid ecommerce presence should be able to weather the storm...

    Topic industry-news

  • zephyr, psn-sma

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 11.09.20

    Now that the 2020 Presidential election is behind us, we can now turn our attention back to the third quarter earnings cycle as it starts to wind down. The Biden victory and additional legalizations of marijuana at state levels should provide a boost to some pot stocks, which will announce earnings during the week. Additionally, the earnings release from Walt Disney will capture headlines as the company shifts its focus to streaming services. The week is light on economic data as the Veterans’ Day holiday is observed. However, small-business and consumer confidence measures will be noteworthy, as will the consumer price index release...

    Topic industry-news

  • zephyr, psn-sma

    Ryan Nauman's Weekly Recap: 2020 Election Edition 11.02.20

    In a lot of ways this election will be unlike any we have experienced in recent memory. There is a plethora of uncertainties that investors must contend with, including the ongoing pandemic, over 12 million unemployed, recession, fiscal stimulus stalemate, potential contentious transfer of power, policy uncertainty, and an open supreme court seat. This list of growing dynamics will make it difficult to use past market behavior around elections as a benchmark for what to expect this year. However, I do believe it is worth considering historical trends before and after past elections with the opportunity to gain some insight on what we might expect this go around...

    Topic industry-news

  • zephyr, psn-sma

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 10.26.20

    The week ahead marks the last week before the Presidential election, and it will be busy, particularly for earnings releases. The majority of the famed “FAANG” stocks (Facebook, Apple, Amazon.com & Google (Alphabet)) will report their much-anticipated earnings. As for economic data, the red-hot housing market will be on display, with new and pending home sales. We will also see how confident consumers are, as coronavirus cases continue to increase, and we march closer to the election. Finally, business optimism has picked up, which has been evident in an increase in durable goods spending, and we will find out if the spending continued in September. 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 10.19.20

    The red-hot housing market takes center stage during the week ahead. With mortgage rates remaining historically low and the pandemic shifting the way people work and live, look for the market to remain red-hot. Third quarter earnings releases pick up speed during the upcoming week. With expectations for earnings growth to remain low, most will be tuning in to hear what executives have to say about their future earning guidance. We hear from companies who have been the poster child of the quarantine trade including Netflix and Amazon.com, as well as companies who have been hit especially hard during the pandemic including American Airlines and Southwest Airlines. 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 10.12.20

    The week ahead includes some important economic data points that will provide us with a better sense of the economic health in the U.S. Leading indicators such as the NFIB small-business index and consumer sentiment index will gives us some insight on how consumers and small-business owners are currently feeling and their outlook on the economy. Additionally, inflation, measure by consumer price index, will be released on Tuesday. Expectations are for core inflation to increase by 1.8%, which is still below the Fed’s target. However, inflation has started to increase at a quicker pace during the pandemic due to an increase in money supply and strong Fed actions. Despite the uptick in inflation, disinflation pressures remain. Rents in large cities have fallen, increase in permanent job losses, supply disruptions and changing consumer habits continue to make inflation a difficult figure to gauge moving forward. Finally, the third quarter earnings season kicks off during the next week, as big financials taking center stage. 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: 2020 Election Edition 10.05.20

    In a lot of ways this election will be unlike any we have experienced in recent memory. There is plethora of uncertainties that investors must contend with, including the ongoing pandemic, over 12 million unemployed, recession, fiscal stimulus stalemate, potential contentious transfer of power, policy uncertainty, and an open supreme court seat. This list of growing dynamics will make it difficult to use past market behavior around elections as a benchmark for what to expect this year. However, I do believe it is worth considering historical trends before and after past elections with the opportunity to gain some insight on what we might expect this go around. 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 09.28.20

    We are going to find out a lot about the health of the consumer during the upcoming week as we get personal income and consumer spending reports for the month of August. It is important to note that these readings will be the first readings that do not include the juiced-up unemployment benefits that were part of the CAREs Act which ended in July. Personal income will likely fall due to the removal of the additional $600 per week of unemployment insurance benefits. However, businesses have reopened which may offset the removal of the benefits. Additionally, we will get the September jobs report which I will be watching closely, particularly the number of permanent job losses. 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 09.21.20

    Data from the red-hot housing market continues during the upcoming week with the release of existing and new home sales. Both numbers should be strong, particularly new homes, as we found out this week the confidence for home builders is at record highs due to the increase in demand for new homes, as limited existing home inventory has pushed buyers to build. Additionally, the manufacturing and services PMIs for September will be released on Wednesday. After rising above the breakpoint level of 50, which signals expansionary conditions, the question remains will both PMIs continue to signal expansion. 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 09.14.20

    The week ahead will be highlighted by the Federal Reserve (Fed) meeting announcement and Chairman Powell’s follow-up press conference. It is well documented that the Fed plans on keeping interest rates low for the foreseeable future as the central bank has laid their monetary policy on the table so there shouldn’t be much anticipation in terms of their rate policy. However, many may want to listen to their economic forecasts and expectations moving forward. As for economic data, the week contains multiple releases from the red-hot housing market. Additionally, retail sales for the month of August will be released which will be widely watched as the pace of sales slowed in July. Finally, consumer sentiment will be updated, which is an important indicator for consumer spending and the potential health of the economy. 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 08.31.20

    The highlight for the week ahead is sure to be the August jobs report. Employment levels have rebounded the past few months while the pace of unemployment claims has slowed, so this upcoming report will be widely watched. Additionally, the manufacturing sector will take center stage on Tuesday as investors hope conditions continue to improve and signal expansion. 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 08.10.20

    The second quarter earnings cycle is coming to a close with 89% of the S&P 500 constituents on the board for announcing their earnings, while the week ahead includes names like Cisco, Macys, and Applied Materials. As for economic data, sentiment for consumers and small-businesses will be widely watched as uncertainty regarding the pandemic continues, however, the headline releases will be inflation and retail sales. Retail sales have mounted a strong comeback after an epic collapse during the pandemic shutdown, however, will the comeback continue or will it slow as the number of coronavirus cases continued to climb higher July. 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 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

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