Zephyr Portfolio Analytics

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

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.