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 construction 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.
To get more from Zephyr or solve any problems, you can directly access a live Customer Support Representative. Training videos and classes are always available.
The Zephyr Analytics API combines 200+ statistics of MPT and post MPT in your searches and analysis, as well as unique proprietary statistics. We’re always actively exploring new statistical tools.
It’s easy to create the report you need, instantly, and to change and update it on the fly. Customizing pages and reports is as easy as drag and drop. Add design standards, logos, and colors to create a look and feel that is entirely yours.
As a data agnostic system, Zephyr can analyze any set of returns - just enter the data.