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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.
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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.
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.” |
“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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