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.
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.
|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.