Trust Officers
Advanced Performance Reporting Across Multiple Levels
Zephyr Financial Solutions – Your Trusted Partner in Wealth Management
Zephyr is redefining wealthtech software for wealth managers through delivering personalized, in-depth performance reports that cater to clients' unique needs. Zephyr is dedicated to offering comprehensive insights into investment portfolios, enabling better portfolio and customer relationship management, further strengthening client bonds.
Zephyr excels in meaningful client engagement. Our commitment to detailed reporting, personalized services and comprehensive solutions cultivates trust and transparency between wealth managers and clients through enhanced proposal generation tools, access to the pioneer of SMA databases in PSN, portfolio analytics, performance reports, asset allocation modeling software and a highly customized presentation center.
For the most personalized CRM for investment advisors and client management software for financial advisors, choose Zephyr. Empower your financial journey with our personalized support and cutting-edge tools.
Trust Wealth Management
Rooted in the need to provide more detailed performance reports at various levels, Trust Officers are increasingly tasked with creating more personalized, detailed reports that dig deeper into client portfolios. The implementation of more robust reporting is also allowing community banks to compete on an equal playing field with national financial institutions by showcasing the value they bring through customized statements.
Meaningful Engagement Builds Strong Client Relationships
According to 2019 Global Wealth Management Research Report, “Clients are identifying specific providers to fill certain needs, resulting in an increased number of financial provider relationships.” Five different relationships on average says the report. Community banks are competing every day to keep their clients engaged. In-depth reporting, personalized and comprehensive builds confidence and conveys a commitment to transparency.
Read more on how Zephyr will foster better client relationships here.
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