Zephyr Portfolio Analytics
Zephyr Platform Case Study: Thrivent
03 Aug 2020
Thrivent has been a client since 2020 and subscribes to the Zephyr platform. Matthew Mast, FIC, MBA is a Financial Professional for Thrivent and is responsible for due diligence on model portfolios, creating current versus proposed client portfolios to show clients where Thrivent can add value, and preparing materials for client meetings. Mr. Mast first experienced Zephyr at a previous firm. A Senior Advisor colleague used it extensively and, “loved it.” When Mr. Mast moved to take a leadership role at Thrivent, he knew Zephyr would be a valuable addition to support their in‐depth due diligence process and their communication with clients. “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.” Read more...
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