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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 10.12.21

    By ryan-nauman 11 Oct 2021

     Ryan Nauman's Weekly Recap: COVID-19 Market Edition 10.12.21

    Following the second straight poor jobs report, the Federal Reserve is in a tough spot – does it move forward with tightening policies to slow inflation at the expense of the labor market? Well, this week the other shoe drops when the September consumer price index is released. A strong inflation print will put the Fed in a difficult position during their November meeting. In addition to a busy week for economic data releases, the third quarter earnings season picks up steam next week highlighted by big banks announcing their earnings. I will be paying close attention to what the banks have to say not only about the health of their businesses but the health of the overall economy.

    Topic industry-news

  • zephyr

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 09.20.21

    By ryan-nauman 20 Sep 2021

    The week ahead is heavy on housing data, which has been red hot due to low inventory, rising input costs, and high demand. Additionally, we will get the flash PMI readings for the manufacturing and services industries. The most widely watched release will be the release of the FOMC’s September meeting announcement and Federal Reserve Chairman Jerome Powell’s follow up press conference. Inflation (CPI) has slowed in recent months which follow’s the Federal Reserve’s (Fed) stance that high inflation is temporary. Will the recent cooling of prices take pressure off the Fed to start tapering asset purchases later this year? The tapering question, along with any new signals regarding interest rate hikes and economic projections will be the highlights of the announcement.

    Topic industry-news

  • zephyr

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 09.13.21

    By ryan-nauman 13 Sep 2021

    The week ahead is full of important economic data releases. The week includes soft data releases in the form of sentiment surveys as well as hard data releases like the consumer price index (CPI) and retail sales. Most will be watching the CPI release as inflation has been a primary concern for investors and businesses while the Federal Reserve walks a tight rope in trying to keep inflation from running too hot while not hindering the economic recovery, particularly the labor market. I will also pay close attention to the small business and consumer sentiment indexes to get a better idea of how they feel about the economy which can provide information about how they will spend in the near term..

    Topic Industry News

  • zephyr

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 08.30.21

    By ryan-nauman 30 Aug 2021

    There are a lot of headline capturing economic data releases during the week ahead, but the releases that will capture most of the headlines happen on Friday. Now that the Jackson Hole Symposium is behind us, we can turn our attention back to economic data. Fed Chairman Jerome Powell stated the economy has achieved the FOMC’s goal of “substantial further progress” towards its inflation objective and the labor market has made “clear progress” during his Jackson Hole speech. We will gather more information during the week ahead regarding how much progress the labor market made in August when the jobs report is released on Friday. Additionally, the health of the manufacturing and services sectors will be on display as the August PMIs are released.

    Topic industry-news

  • zephyr

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 08.23.21

    By ryan-nauman 23 Aug 2021

    There are a lot of headline capturing economic data releases during the week ahead, but the releases that will capture most of the headlines happen on Friday. July retail sales missed expectations while consumer confidence has waned recently which has concerned investors that consumer spending may soften. With the current economy dependent on the spending power of the consumer, the July consumer spending release will be widely followed and has the potential to move markets. Additionally, the Federal Reserve’s (Fed) preferred measure of inflation, the Personal Consumption Expenditure price index (PCE), will be updated on Friday. Inflation has been a key driver of market movements recently and the topic of many water cooler discussions, so it will be widely watched as it is a primary data point in the Fed’s decision-making process regarding its tapering of asset purchases. Speaking of the Fed, the long-anticipated Jackson Hole symposium takes place during the end of the week. Traders will be tuned in to see if the Fed announces its plan to start tapering purchases and any signals regarding its accommodative monetary policies.

    Topic Industry News

  • zephyr

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 08.16.21

    By ryan-nauman 16 Aug 2021

    It’s a busy week ahead for economic data. The release of the July retail sales number will be high on my list of items to watch as consumer spending will continue to be a very important driver of the economic expansion moving forward. Furthermore, the consumer balance sheet remains strong as the job market is gaining momentum which should provide the consumer with more confidence to spend, however, the surging Delta variant may hinder some spending moving forward. Finally, the housing market will be back in focus during the upcoming week. Lumber prices have fallen, which should be music to the ears of builder’s and help increase new home inventory. However, mortgage rates are expected to rise, which will pressure home affordability.

    Topic industry-news

  • zephyr

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 08.09.21

    By ryan-nauman 09 Aug 2021

    With the labor market making progress towards the Fed’s goal of “substantial” further progress, all eyes will turn back to inflation during the week ahead. Expectations are for inflation to remain elevated during the months to come, but the question remains - will the higher inflation force the hand of the Fed considering the recent string of strong jobs reports?

    Topic industry-news

  • zephyr

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 07.12.21

    By ryan-nauman 12 Jul 2021

    All eyes will be on the release of the June Consumer Price index during the week ahead. The Federal Reserve and inflation have been and will continue to be the drivers of market behavior, so it is not surprising most will be watching the inflation reading. The Fed’s tone recently turned hawkish in part due to the pace of rising inflation. If inflation continues to rise higher with no signs of slowing in the near term, the Fed’s tone might become more hawkish.

    Topic Industry News

  • zephyr

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 07.05.21

    By ryan-nauman 05 Jul 2021

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 07.05.21

    The holiday shortened week ahead is light on economic data but there are some releases worth monitoring such as the services PMIs and jobless claims. I will be focusing on job openings, as labor supply remains tight in many sectors as people continue to deal with childcare issues, pandemic concerns, and would rather stay home and collect relatively attractive unemployment benefits. Last month openings nearly equaled the number of unemployed, which I expect to continue to narrow. Additionally, I will have a keen eye on the FOMC meeting minutes as inflation and the Federal Reserve continue to drive markets.

    Topic industry-news

  • zephyr

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 06.28.21

    By ryan-nauman 28 Jun 2021

    The week ahead includes speeches from top Federal Reserve officials as well as a slew of economic data releases including home price index, consumer confidence and manufacturing PMI readings. However, the highlight of the week will be the release of the June jobs report. The labor market has been improving recently as vaccinations ramp up and businesses continue to increase staffing to handle the increase in demand. However, obstacles such as, childcare issues, ongoing pandemic concerns, and juiced up unemployment benefits continue to keep workers on the sideline and will keep the unemployment rate relatively high. I will be paying close attention to wage growth, as it is a primary driver of inflation and whether higher inflation will be temporary or sticky.

    Topic Industry News

  • zephyr

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 06.21.21

    By ryan-nauman 21 Jun 2021

    The Federal Reserve (Fed) and inflation are clearly in the crosshairs of investors moving forward after the Fed signaled that they may tighten monetary policies sooner than expected as inflation and the economy have recovered quicker than expected. During the week ahead we will get another look at the Fed’s preferred inflation gauge (core PCE) on Friday which will be widely watched.

    Topic industry-news

  • zephyr

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 06.14.21

    By ryan-nauman 14 Jun 2021

    The highlight of the week ahead will be the Federal Reserve’s June meeting announcement and Fed Chairman Jerome Powell’s follow up press conference. Most will continue to focus on the Fed’s statement regarding rising inflation and any clues on when the central bank may begin to taper its asset purchases, so it doesn’t fall behind the curve. With manufactures struggling to find qualified labor and contending with higher input prices, I will also be watching the regional manufacturing indexes during the week ahead, which tend to be good indicators for the broader manufacturing sector.

    Topic industry-news

  • zephyr

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 06.01.21

    By ryan-nauman 01 Jun 2021

    The upcoming week is jobs week with both the ADP employment and the nonfarm payroll reports for May being released. With inflation numbers spiking, all eyes now turn to the strength of the labor market which will contribute to the decision-making process of the Fed. I will be paying close attention to wage growth as employers struggle to fill jobs and may be forced to increase wages to attract workers, which will also contribute to higher inflation.

    Topic industry-news

  • zephyr

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 05.24.21

    By ryan-nauman 25 May 2021

     Ryan Nauman's Weekly Recap: COVID-19 Market Edition 05.24.21

    The headline data release during the week ahead will be the release of the Federal Reserve’s (Fed) preferred inflation gauge, the personal consumption expenditure index (PCE). Markets were rattled following the latest CPI reading that showed prices are at their highest levels since 2008. However, the Fed remains steadfast that inflation is transitory, the question remains, will additional higher-than-expected inflation readings force the Fed to tighten policies sooner-than-expected?

    Topic Industry News

  • zephyr

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 05.17.21

    By ryan-nauman 17 May 2021

    The housing market will be on full display during the week ahead as builders contend with soaring lumber prices and difficulties finding qualified workers. The housing data releases include builder confidence, building permits, housing starts, and existing home sales. In addition to the housing market data, I will be focusing on the release of the preliminary manufacturing PMIs. The manufacturing sector has been strong, but supply chain bottlenecks, higher input prices, and shortage of workers threatens to slow the recovery. Finally, the release of the FOMC meeting minutes will be widely read as investors look for any hints regarding the Fed’s thoughts on inflation and the status of its current monetary policies.

    Topic Industry News

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