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You need to constantly demonstrate your value in today’s competitive marketplace to show you are the investment professional of choice. Powerful web-based tools can help you make sound investment decisions and create compelling client presentations to deliver the advantage you need to build your business. That’s Zephyr - your smartest investment yet!

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.
  • Proposal Generation - Provide your clients with a comprehensive, yet easy to interpret proposal, that conveys your value add when comparing a current portfolio to your proposed portfolio.
  • 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.
  • ESG Analysis - Research, screen, report & monitor Mutual Funds, ETFs, SMAs & Equities on numerous ESG metric ratings, scores, percentiles & rankings.
  • 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.
  • Portfolio DNA - quickly and easily evaluate a portfolios composition including asset allocation, equity and fixed income characteristics, sector and regional weightings, top ten holdings and country exposure.
  • 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.

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Thrivent wanted to increase efficiency in their due diligence process while not sacrificing breadth and depth of portfolio analytics power as well as improve their client communications. Download our case study to learn why Thrivent chose Zephyr as their analytics and communications provider of choice.     Charlesworth & Rugg needed an analytics solution that allows them to perform in-depth analysis in a “one-stop shop” way. Download the case study to learn more about why Charlesworth & Rugg,Inc. trusts Zephyr with their analysis and reporting.     After vetting several solutions providers, Qualis  Capital chose Zephyr to support their research and communications processes. Download the case study for more detail on why Zephyr was the provider of choice for Qualis Capital.

What our customers say...

 

“I used to hold off on sending out reports so I could reconcile with the custodian, but over time I realized my numbers were move accurate  than theirs. Given that Zephyr provides both Portfolio Performance and PSN, you know that the numbers are valid.”

 

Jeffrey Slater, President of MuniCrest

      

“The new web based Zephyr platform transforms how we work with advisors. The interface is among the easiest and most intuitive we have ever used and creates intelligent, clear, and readily customizable presentations. Your team is very responsive and  professional. As an open architecture and flexible  solution, we are now able to create presentations on  the fly, do custom analysis, and manage our own data more effectively. Thank you for the innovative and exciting  work - Zephyr is rapidly changing how we collaborate  with clients and advisors. Our ability to communicate the WCA message has never been better, and Zephyr is part of the reason why.”

Kevin R. Caron, CFA Senior Portfolio Manager for Washington Crossing Advisors

      

“The functionality and presentation of Zephyr are fantastic. We like that you can create blends, measure them, and put together a very nice looking, custom presentation that packages our thinking and really shows the value we bring our clients.”

 

Matthew Mast, FIC, MBA, Financial Professional for Thrivent

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