Invest in Successful Client Outcomes
Financial Software to manage every stage of your clients' lives
Financial Planning. Wealth Management.
Investors want more than just a transactional relationship with their financial advisor. Custom experiences require hyper-personalization, which begins with walking through client life-stages as they happen. Delivering strategies that meet their current goals, while focusing on future outcome expectations can be challenging without flexible technology.
What financial services/investment technology enhancements have you introduced into your business operations over the past 18 months?
Zephyr commissioned a survey with WealthManagement.com about financial technology. Asked what services or applications respondents had incorporated into their business over the past 18 months, these topped the list:
- Model Portfolios (52%)
- Performance Measurement (46%)
- Risk Analysis (44%)
- Proposal Generation (37%)
- Separately Managed Accounts Research and Data (24%)
- ESG Analysis (13%)
Zephyr has every one of these tools within its platform!
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