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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 04.12.21

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 04.12.21

    The week ahead will be a busy week for economic data, but it also marks the beginning of the Q1 corporate earnings season. Inflation has been a highly anticipated economic data release during the past few months, and it will be again during the week ahead. Despite the growing angst and rising prices in pockets of the the economy, like producer prices, headline inflation has remained muted. We will see if some of the higher prices in segments of the economy start to trickle through to the broader headline inflation number when the CPI is released. Q1 earnings season kicks off with blue chip financials reporting during the week ahead. Investor enthusiasm and expectations are high, so it will be important for companies to release solid earnings and forward guidance...

    Topic industry-news

  • zephyr

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 03.29.21

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 02.01.21

    The manufacturing sector cannot catch a break, first it was a trade war, next came the pandemic, now it is dealing with broken supply chains that have thwarted production. During the week ahead we will get more insights on the manufacturing sector and the psyche of managers when the Markit PMI and ISM manufacturing surveys are released. Additionally, the March jobs report will be released on Friday and will be widely watched as vaccinations ramp up and business’ transition to “normal” operations. The belief is that we are a long ways from full employment, so a beat on the upside could surprise many...

    Topic Industry News

  • zephyr

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 12.07.20

    Inflation, measured by the consumer price index, will be the headline release during the week ahead, as expectations are for inflation to rise over the next five years, however, inflation looks to remain muted in the near term. Additionally, after falling to 76.9 in November, consumer sentiment will be widely watched next week as we get another glimpse of the consumer’s psyche as COVID-19 cases spike...

    Topic industry-news

  • EPFR, zephyr, IGM FX and Rates, IGM Credit, imoneynet

    Bond guy looks at stocks

    Bond guy looks at stocks

    I am first, foremost and solely a US Interest Rate Strategist (call me I-rate for short) so it is with no shortage of anxiety that I dare delve into the equity market. That said, I do look at the evidence and there are things out there that make me wary of equity valuations which, all things being equal, should serve as a brake of sorts on a sharp rise in bond yields.

  • zephyr

    Alternatives and Roles they play in Asset Allocation

    Alternatives and Roles they play in Asset Allocation

    In the aftermath of the Credit Crisis, diversification has come under the microscope. Portfolios that were traditionally considered diversified could not withstand the global reach of the crisis and protections failed when they were needed most.

    Topic asset-allocation

  • zephyr

    The Markets in 2016, and What's Ahead in the New Year

    The Markets in 2016, and What's Ahead in the New Year

    Read the 2016 market in review and insights on market trends for 2017.

    Topic industry-news

  • zephyr

    Q2 2016 Fixed Income Quarterly

    Q2 2016 Fixed Income Quarterly

    New issuances in the investment grade corporate credit market showed no signs of slowing during the second quarter of 2016.  With assistance from our colleague Drew Jamner, Credit Analyst of Informa Global Markets (IGM), we take a look back at the second quarter of 2016 within the investment grade corporate credit capital market space.

    Topic industry-news

  • zephyr

    Money Market Reform

    Money Market Reform

    Money-market funds will be required to increase the transparency of fund operations and risks. Funds will need to disclose their levels of daily and weekly liquid assets on their websites on a weekly basis in addition to net inflows/outflows, NAVs, fees, and sponsor support. Money market funds will also be required to report portfolio holdings within five business days after month-end and improve private liquidity fund reporting.

    Topic industry-news

  • zephyr

    How to create an equally weighted composite inside of Zephyr StyleADVISOR

    How to create an equally weighted composite inside of Zephyr StyleADVISOR

    Learn how to create an equally weighted composite inside of Zephyr StyleADVISOR.  An equally weighted composite allows you to take a large group of managers and create a single return stream that can be used in any analysis.  

  • zephyr

    Brexit Revisited

    Brexit Revisited

    The much anticipated Brexit referendum is now in our rear view mirror, but the uncertainty is far from over as Britons voted to leave the EU and will be led by a new Prime Minister during this unprecedented time.

    Topic Brexit

  • zephyr

    Presidential Parties and the Stock Market

    Presidential Parties and the Stock Market

    Democratic or Republican party, which has the better impact on the market?

    Topic us-presidential-election

  • zephyr

    A Closer Examination of Drawdown Risk

    A Closer Examination of Drawdown Risk

    In conjuction with this article on the Drawdown Risk statistic, we have added a new downside risk template to Zephyr StyleADVSIOR's template library.  

    Topic risk

  • zephyr

    Q1 2016 - Top Guns US Equity Markets make a U-Turn

    Q1 2016 - Top Guns US Equity Markets make a U-Turn

    U.S. equity markets make a U-turn. Read this quarter's PSN Top Guns market commentary.

    Topic industry-news

  • zephyr

    iMoneyNet Indices Now Available

    iMoneyNet Indices Now Available

    We have added 103 iMoneyNet indices in our Full Index data update. 

    Topic New Features

  • zephyr

    Fee Adjustments in Zephyr StyleADVISOR by David Kirkman, Ph.D.

    Fee Adjustments in Zephyr StyleADVISOR by David Kirkman, Ph.D.

    In Zephyr StyleADVISOR 8.5 release, the ability to add or remove fees from a return series has been added. This article on fee adjustments explains the precise meaning of these parameters and the math that Zephyr StyleADVISOR uses to modify a return series if a fee adjustment has been requested. 

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