Plan. Invest. Monitor. Grow.
Zephyr Asset and Wealth Management Software
Zephyr Named “Best Wealth Management Company” in 2025 FinTech Breakthrough Awards Program

Expand Your Asset and Wealth Management Toolbox | Our Products and Services
Zephyr’s award-winning technology perfectly positions you and your firm for success, providing the tools needed to standout in a highly competitive industry.
Custom Presentation and Reports
Create your own custom, professional presentations using a template from our extensive library.
Risk Tolerance
Analyze your clients risk tolerance by utilizing one of our questionnaires or incorporate your own, customized risk assessment.
Proposal Generation
Provide your clients with a comprehensive, easy to interpret proposals or compare current vs. suggested with our proposal generation software.
Asset Allocation
Provide your clients with a best-in-class asset allocation strategy, including assumption and analysis.
PSN SMA Data
Further your research with PSN, spanning over 40 years of managed and separately managed account data to identify new strategies and opportunities.
Manager Research
Screen thousands of investment products with powerful sorting, filtering and statistical tools to further your investment research.
ESG Analysis
Meet your clients' unique needs. Research, screen, report and monitor mutual funds, ETFs, SMAs & Equities on numerous ESG metric ratings, scores, percentiles and rankings.
Portfolio Performance
Quickly and efficiently evaluate your client's portfolio performance by utilizing a benchmark comparison at the total portfolio level, the asset class level, or a customized classification level with our portfolio performance software.

Form Better Connections
Zephyr's asset and wealth management software comes packed with everything you need to create and maintain a superior level of engagement with your clients. One of our most sought-after features is presentation center, allowing you to create, customize and update reports on demand in minutes, to generate more engaging conversations.