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Zephyr Asset and Wealth Management Software

Speak to a Sales ConsultantAn Overview of Zephyr's Asset and Wealth Management Software

Zephyr Named “Best Wealth Management Company” in 2025 FinTech Breakthrough Awards Program

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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.

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Custom Presentation and Reports

Create your own custom, professional presentations using a template from our extensive library.

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investment proposal modern portfolio construction investment proposal generation software index fund portfolio construction age based asset allocation asset allocation examples asset allocation in retirement discretionary investment management services portfolio returns diverse financial portfolio financial performance 60 40 portfolio historical performance investment performance reporting portfolio performance software total return portfolio benchmark portfolios tracking portfolio performance asset allocation returns historical measuring portfolio performance calculating portfolio performance portfolio performance reporting software portfolio attribution software portfolio attribution analysis software investment performance tracking software portfolio performance analysis software virtual investment portfolio investment portfolio services ideal financial portfolio healthy investment portfolio investment portfolio advisor creating a financial portfolio best balanced investment 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wealth management Financial planning consultants Wealth management companies Investment planning Retirement investment strategies Estate and trust services Wealth management experts Financial advisory services Investment management firms Wealth management professionals Financial planning solutions Retirement income planning Wealth management consulting esg managers esg environmental sustainability governance best environmental investment fundsFinancial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning 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portfolio analysis tools portfolio performance portfolio risk financial risk risk management tools financial risk management financial risk management governance risk and compliance risk management system risk management solutions risk mitigation investment risk low risk high return investment low risk investment options high risk investments high risk investment portfolio high risk high return stocks investment risk tolerance safest investment funds key risks associated with investing in stocks Diverse investment Best diversified portfolio Diverse stock portfolio Creating a diversified portfolio investment risk financial risk esg risk management risk mitigation strategies risk management strategies low risk mutual funds risk management applications risk management software financial risk management finance and risk management market risk management in banks financial risk mitigation strategies financial risk mitigation strategies What is Risk Management? fintech risk management risk management assessment quantitative risk management high yield investments with low risk investment types by risk financial risk analysis risk monitoring and control risk analysis and management types of risk in portfolio management types of financial risk management types of risk in financial market wealth management applications wealth management software for advisors wealth advisor software cloud based wealth management software financial presentation financial planning presentation financial advisor presentation financial reporting and analysis financial reporting software investment reporting monthly investment reporting private equity fund reporting investment performance reporting portfolio historical performance average return on managed portfolio asset allocation drives returns portfolio expected return and risk portfolio average return financial portfolio presentation investment reporting hedge fund report investment research report private equity fund reporting venture 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Risk Tolerance

Analyze your clients risk tolerance by utilizing one of our questionnaires or incorporate your own, customized risk assessment.

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portfolio asset allocation asset management and wealth management asset and wealth management

Proposal Generation

Provide your clients with a comprehensive, easy to interpret proposals or compare current vs. suggested with our proposal generation software.

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tactical asset allocation

Asset Allocation

Provide your clients with a best-in-class asset allocation strategy, including assumption and analysis.

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energy mutual funds real estate investment risk analysis tax efficient portfolio construction economic proposal template investment portfolio proposal template technical and financial proposal for consultancy template finance project proposal example modern portfolio construction generating financial proposal custom investment management proposal Durable portfolio construction constructing optimal portfolio financial proposal format portfolio constructor constructing the portfolio Durable portfolio construction constructing optimal portfolio investment proposal generator financial planning proposal template Proposal generation financial proposal sample multi asset portfolio construction hedge fund portfolio construction equity portfolio construction proposal generator tool mutual fund portfolio construction portfolio construction model financial advisor proposal template asset allocation portfolio construction esg portfolio construction durable portfolio construction financial investment proposal modern portfolio construction investment proposal generation software index fund portfolio construction age based asset allocation asset allocation examples asset allocation in retirement discretionary investment management services portfolio returns diverse financial portfolio financial performance 60 40 portfolio historical performance investment performance reporting portfolio performance software total return portfolio benchmark portfolios tracking portfolio performance asset allocation returns historical measuring portfolio performance calculating portfolio performance portfolio performance reporting software portfolio attribution software portfolio attribution analysis software investment performance tracking software portfolio performance analysis software virtual investment portfolio investment portfolio services ideal financial portfolio healthy investment portfolio investment portfolio advisor creating a financial portfolio best balanced investment portfolio online investment portfolio tracker building your investment portfolio investment and portfolio analysis wealth management portfolio example Zephyr Investor Relationship Management Software Financial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth 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goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors Retirement planning services Estate planning solutions Tax planning strategies Portfolio management services High-net-worth wealth management Financial planning consultants Wealth management companies Investment planning Retirement investment strategies Estate and trust services Wealth management experts Financial advisory services Investment management firms Wealth management professionals Financial planning solutions Retirement income planning Wealth management consulting Wealth management plans Asset management strategies Diversified investments Investment management Wealth management solutions portfolio analysis tools portfolio performance discretionary investment management services portfolio returns private wealth management lean portfolio management compete with top wealth management firms high net worth wealth management financial manager strategic portfolio management stock portfolio tracker best wealth management services portfolio management system portfolio management services wealth platform wealth management advisor private wealth advisor best portfolio tracker assets under management assets under management example aum asset diverse financial portfolio financial performance 60 40 portfolio historical performance investment performance reporting portfolio performance software total return portfolio benchmark portfolios tracking portfolio performance asset allocation returns historical measuring portfolio performance calculating portfolio performance performance attribution equity performance attribution fixed income return attribution investment attribution analysis investment performance attribution return attribution analysis portfolio performance reporting software portfolio attribution software portfolio attribution analysis software investment performance tracking software portfolio performance analysis software virtual investment portfolio investment portfolio services ideal financial portfolio healthy investment portfolio investment portfolio advisor creating a financial portfolio best balanced investment portfolio online investment portfolio tracker building your investment portfolio investment and portfolio analysis wealth management portfolio example performance attribution analysis Financial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors Retirement planning services Estate planning solutions Tax planning strategies Portfolio management services High-net-worth 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services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors Retirement planning services Estate planning solutions Tax planning strategies Portfolio management services High-net-worth wealth management Financial planning consultants Wealth management companies Investment planning Retirement investment strategies Estate and trust services Wealth management experts Financial advisory services Investment management firms Wealth management professionals Financial planning solutions Retirement income planning Wealth management consulting Wealth management plans Asset management strategies Diversified investments Investment management Wealth management solutions portfolio analysis tools portfolio performance portfolio risk financial risk risk management tools financial risk management financial risk management governance risk and compliance risk management system risk management solutions risk mitigation investment risk low risk high return investment low risk investment options high risk investments high risk investment portfolio high risk high return stocks investment risk tolerance safest investment funds key risks associated with investing in stocks Diverse investment Best diversified portfolio Diverse stock portfolio Creating a diversified portfolio investment risk financial risk esg risk management risk mitigation strategies risk management strategies low risk mutual funds risk management applications risk management software financial risk management finance and risk management market risk management in banks financial risk mitigation strategies financial risk mitigation strategies What is Risk Management? fintech risk management risk management assessment quantitative risk management high yield investments with low risk investment types by risk financial risk analysis risk monitoring and control risk analysis and management types of risk in portfolio management types of financial risk management types of risk in financial market wealth management applications wealth management software for advisors wealth advisor software cloud based wealth management software financial presentation financial planning presentation financial advisor presentation financial reporting and analysis financial reporting software investment reporting monthly investment reporting private equity fund reporting investment performance reporting portfolio historical performance average return on managed portfolio asset allocation drives returns portfolio expected return and risk portfolio average return financial portfolio presentation investment reporting hedge fund report investment research report private equity fund reporting venture capital report annual investment report monthly investment report advantages of separately managed accounts self managed accounts sma private equity

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.

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equity portfolio management renewable energy mutual funds real estate investment risk analysis tax efficient portfolio construction economic proposal template investment portfolio proposal template technical and financial proposal for consultancy template finance project proposal example modern portfolio construction generating financial proposal custom investment management proposal Durable portfolio construction constructing optimal portfolio financial proposal format portfolio constructor constructing the portfolio Durable portfolio construction constructing optimal portfolio investment proposal generator financial planning proposal template Proposal generation financial proposal sample multi asset portfolio construction hedge fund portfolio construction equity portfolio construction proposal generator tool mutual fund portfolio construction portfolio construction model financial advisor proposal template asset allocation portfolio construction esg portfolio construction durable portfolio construction financial investment proposal modern portfolio construction investment proposal generation software index fund portfolio construction age based asset allocation asset allocation examples asset allocation in retirement discretionary investment management services portfolio returns diverse financial portfolio financial performance 60 40 portfolio historical performance investment performance reporting portfolio performance software total return portfolio benchmark portfolios tracking portfolio performance asset allocation returns historical measuring portfolio performance calculating portfolio performance portfolio performance reporting software portfolio attribution software portfolio attribution analysis software investment performance tracking software portfolio performance analysis software virtual investment portfolio investment portfolio services ideal financial portfolio healthy investment portfolio investment portfolio advisor creating a financial portfolio best balanced investment portfolio online investment portfolio tracker building your investment portfolio investment and portfolio analysis wealth management portfolio example Zephyr Investor Relationship Management Software Financial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors Retirement planning services Estate planning solutions Tax planning strategies Portfolio management services High-net-worth wealth management Financial planning consultants Wealth management companies Investment planning Retirement investment strategies Estate and trust services Wealth management experts Financial advisory services Investment management firms Wealth management professionals Financial planning solutions Retirement income planning Wealth management consulting esg managers esg environmental sustainability governance best environmental investment fundsFinancial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors Retirement planning services Estate planning solutions Tax planning strategies Portfolio management services High-net-worth wealth management Financial planning consultants Wealth management companies Investment planning Retirement investment strategies Estate and trust services Wealth management experts Financial advisory services Investment management firms Wealth management professionals Financial planning solutions Retirement income planning Wealth management consulting Wealth management plans Asset management strategies Diversified investments Investment management Wealth management solutions portfolio analysis tools portfolio performance discretionary investment management services portfolio returns private wealth management lean portfolio management compete with top wealth management firms high net worth wealth management financial manager strategic portfolio management stock portfolio tracker best wealth management services portfolio management system portfolio management services wealth platform wealth management advisor private wealth advisor best portfolio tracker assets under management assets under management example aum asset diverse financial portfolio financial performance 60 40 portfolio historical performance investment performance reporting portfolio performance software total return portfolio benchmark portfolios tracking portfolio performance asset allocation returns historical measuring portfolio performance calculating portfolio performance performance attribution equity performance attribution fixed income return attribution investment attribution analysis investment performance attribution return attribution analysis portfolio performance reporting software portfolio attribution software portfolio attribution analysis software investment performance tracking software portfolio performance analysis software virtual investment portfolio investment portfolio services ideal financial portfolio healthy investment portfolio investment portfolio advisor creating a financial portfolio best balanced investment portfolio online investment portfolio tracker building your investment portfolio investment and portfolio analysis wealth management portfolio example performance attribution analysis Financial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors Retirement planning services Estate planning solutions Tax planning strategies Portfolio management services High-net-worth wealth management Financial planning consultants Wealth management companies Investment planning Retirement investment strategies Estate and trust services Wealth management experts Financial advisory services Investment management firms Wealth management professionals Financial planning solutions Retirement income planning Wealth management consulting esg managers esg environmental sustainability governance best environmental investment fundsFinancial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors Retirement planning services Estate planning solutions Tax planning strategies Portfolio management services High-net-worth wealth management Financial planning consultants Wealth management companies Investment planning Retirement investment strategies Estate and trust services Wealth management experts Financial advisory services Investment management firms Wealth management professionals Financial planning solutions Retirement income planning Wealth management consulting Wealth management plans Asset management strategies Diversified investments Investment management Wealth management solutions portfolio analysis tools portfolio performance portfolio risk financial risk risk management tools financial risk management financial risk management governance risk and compliance risk management system risk management solutions risk mitigation investment risk low risk high return investment low risk investment options high risk investments high risk investment portfolio high risk high return stocks investment risk tolerance safest investment funds key risks associated with investing in stocks Diverse investment Best diversified portfolio Diverse stock portfolio Creating a diversified portfolio investment risk financial risk esg risk management risk mitigation strategies risk management strategies low risk mutual funds risk management applications risk management software financial risk management finance and risk management market risk management in banks financial risk mitigation strategies financial risk mitigation strategies What is Risk Management? fintech risk management risk management assessment quantitative risk management high yield investments with low risk investment types by risk financial risk analysis risk monitoring and control risk analysis and management types of risk in portfolio management types of financial risk management types of risk in financial market wealth management applications wealth management software for advisors wealth advisor software cloud based wealth management software financial presentation financial planning presentation financial advisor presentation financial reporting and analysis financial reporting software investment reporting monthly investment reporting private equity fund reporting investment performance reporting portfolio historical performance average return on managed portfolio asset allocation drives returns portfolio expected return and risk portfolio average return financial portfolio presentation investment reporting hedge fund report investment research report private equity fund reporting venture capital report annual investment report monthly investment report advantages of separately managed accounts self managed accounts sma private equity

Manager Research

Screen thousands of investment products with powerful sorting, filtering and statistical tools to further your investment research.

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