Zephyr Financial Solutions

Showcase Your Value to HNW and UHNW Investors

Technology to build stronger relationships

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Asset Wealth Management

Zephyr's investment and wealth management software is designed to build wealth and create investor relationship experiences for UHNWI and HNWI. 

Ultra-high net worth wealth management is strategic, not transactional. These clients typically have as many as five different advisors focused on bringing value across multiple interests.

Zephyr offers leading research and analysis within a single platform. From portfolio analytics, asset allocation technology, proposal generation, portfolio proposal, investment research and more. More importantly, its award-winning custom presentation software demonstrates the value wealth managers provide.

What two aspects of financial technology will play the greatest role over the next two years?

Zephyr commissioned a survey with WealthManagement.com to identify how technology is being implemented. Respondents were asked to choose the top two items expected to play the biggest role in investment technology over the next two years. 

Customization to Enhance the Client Experience (51%)
Personalization of the Client Experience at Scale (40%)

By far, investor engagement is the most important focus of firm managers.

More on Zephyr's highly customizable investment management solution here.

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strategies      real estate portfolio analysis     equity portfolio management         renewable energy mutual funds        real estate investment risk analysis tax efficient portfolio construction economic proposal template investment portfolio proposal template technical and financial proposal for consultancy template finance project proposal example  modern portfolio construction generating financial proposal custom investment management proposal   Durable portfolio construction  constructing optimal portfolio financial proposal format portfolio constructor constructing the portfolio Durable portfolio construction  constructing optimal portfolio investment proposal generator financial planning proposal template Proposal generation financial proposal sample multi asset portfolio construction hedge fund portfolio construction equity portfolio construction proposal generator tool mutual fund portfolio construction portfolio construction model financial advisor proposal template asset 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