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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.


 

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

  • 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

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 04.13.20

    Financials kick off what should be a very interesting earnings season during the upcoming week. The first half of the quarter saw solid economic growth, a historically tight labor market, and a strong consumer; however, the second half of the quarter was very, shall we say, obverse. I think more important than the reported first quarter earnings will be the amount of guidance downgrades for the remainder of 2020 due to the great uncertainty moving forward. Earnings forecasts have been declining and it will be interesting to hear what the corporations are expecting moving forward and how they are handling the COVID-19 crisis. 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 04.06.20

    Another week, another eye-opening initial jobless claims number. The question is, will the week ahead continue the trend? It is hard to imagine claims rising above this weeks 6.6 million and the 10 million over the past two weeks. However, it will not surprise me if the upcoming claims number does eclipse 6.6 million. Expectations are for inflation to increase in the future; however, I believe in the near-term inflation will remain muted and even fall slightly as spending has decreased. 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 03.30.20

    This week provided us with the first jaw-dropping release of economic data in the form of the historic jobless claims number and the Markit services flash PMI. Brace yourself for more of the same during the upcoming week as the coronavirus is sure to wreak havoc on the jobs report, jobless claims, PMIs, and ISM prints. Expectations or for historically bad prints on the upcoming data releases, however, it will be interesting how markets react considering equities rallied despite a historically bad jobless claims number this week. 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 03.23.20

    With expectations for a U.S. recession in 2020 running high, one has to believe that bad economic data is priced into markets. We will continue to get more and more economic data releases that miss big on the downside. However, these misses will not come as a surprise, as most market participants are expecting the worst. Investors will continue to focus more on monetary and fiscal policy when determining their investment strategies rather then economic data that is expected to be very soft. 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 03.09.20

    Economic data takes center stage with the Q4 earnings season coming to a close and with most eyes on the warnings for forward earnings, or the lack thereof, in the wake of the uncertain coronavirus. The inflation prints will be widely watched as supply shocks tend to be inflationary, however, expectations are for inflation to remain muted. Additionally, the consumer sentiment readings will be more telling as the data will correspond more closely to the coronavirus outbreak. Finally, don’t be surprised if we see some data misses as we move forward with economic data that captures the same period as the outbreak. 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 03.02.20

    The week ahead is full of important economic data points, particularly with the coronavirus wreaking havoc on investor’s mindsets. The true impact that the viral outbreak will have on the economy will not be known for a few months, but we will start to see some signs with the upcoming February manufacturing data and jobs report. Solid data next week will help slow the equity sell-off. However, if the data misses' expectations, the sell-off could steepen. As for earnings releases, I will continue to focus on the forward guidance that the companies provide and the impact the coronavirus will have on their guidance. 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 02.24.20

    With the coronavirus expanding to areas outside the China mainland, concerns regarding the ramifications on the global economy continue to grow. Starting next week with the consumer confidence prints, we will start to get some economic data that corresponds to the virus outbreak. The consumer has shouldered the economic expansion, and it will be very important for them to continue as the global economy is sure to take a hit due to the coronavirus. Additionally, some Federal Reserve officials will speak during the week ahead, which will be widely watched as markets are expecting the Federal Reserve to cut rates this year in response to the coronavirus. 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 02.18.20

    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

    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

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