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Zephyr is an investment management software for Financial Advisors, Wealth Managers, Independent RIAs, Trust Professionals and Asset Managers. Its award-winning technology includes portfolio analytics, asset allocation, investment manager research, proposal generation, attribution analysis and more. Zephyr is used for optimizing portfolios, identifying risk tolerance and compliance, evaluating portfolio performance, strategic asset allocation, proposal generation and trust management. Zephyr is also credited as an investor relationship management software because of its ability to create highly personalized proposals, custom reports and fact sheets.