Investor Relationship Management Software
Generate More Referrals
Investors want to do more than just reach their financial goals; they want to exceed them. Successful investment results become legendary stories. Empower your client with outcomes that get shared.
- Generate easy-to-interpret proposals to showcase your ability and win clients
- Convey the value of your expertise by comparing your investment strategy or model portfolio to your prospect's current outlook
- Utilize portfolio proposal to draw comparisons
Calculate Client Risk
Guide your client by analyzing the risk tolerance to ensure optimal financial results.
- Identify your client's risk profile via our risk analysis questionnaire or integrate your own
- Employ sophisticated Asset Allocation modeling
- Utilize various risk measures to help mitigate client risk and maximize capital preservation
- Explain your portfolio performance and risk relative to standard or custom benchmarks
Customize Reports, Proposals and Fact Sheets
Investors need to be reassured, especially in a bear market. Hyper-personalization is crucial for financial services. Craft your story using our presentation center to drive new business and retain clients.
- Customize reports to meet a range of client needs from first-time investor to large institutional clients
- Create monthly, white-labeled fact sheets showcasing your brand's success
- Develop strong brand connections and build your brand equity via customization, image/logo and color
- Utilize our Batch Reporting functionality to automatically run reports and stay proactive with your clients
Wealth Management Products and Services
Zephyr’s newly enhanced, award-winning technology perfectly positions investment professionals to succeed.
Custom Presentation and Reports
Create your own custom, personalized professional presentations choose a template from our extensive library
Analyze the level of risk tolerance your client is comfortable assuming using our risk questionnaire or incorporate your own
Provide your clients with a comprehensive, easy to interpret proposal or compare current vs. suggested
PSN SMA Data
Financial SMA data and investment manager research to identify separately managed account opportunities
Screen thousands of investment portfolio products with powerful sorting, filtering and statistical tools
Research, screen, report and monitor Mutual Funds, ETFs, SMAs & Equities on numerous ESG metric ratings, scores, percentiles and rankings
Zephyr Outperforms the Competition
As a portfolio management software, Zephyr is used for optimizing portfolios, identifying risk tolerance, 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.