Zephyr Asset and Wealth Management Software

“I used to hold off on sending out reports so I could reconcile with the custodian, but over time I realized my numbers were more accurate than theirs. Given that Zephyr provides both Portfolio Performance and PSN, you know that the numbers are valid.”

“Zephyr/Informa have been a great partner for our firm. We have been clients since the Style Advisor software, and have successfully made the transition over to their cloud version. The UI has undergone many iterations and has become more and more user friendly with every update. The team continues to release topical updates that are top of mind with some of our clients, like the ESG reports and screener. The report builder has been pivotal in building our own custom reports that we utilize across a variety of clients. Having the ability to make the reports look neat and clean without having to go back and clean anything up has saved me countless hours. Overall, the software has gotten a lot easier to use, the support team has been great, and the outputs are sleek and client ready.”

“Recently switched to Zephyr from another vendor’s tool and I am really impressed with the quality of the reports we are able to produce and the breath of data that we are able to share with clients. The client support has also been excellent, particularly as team members learned to navigate the intricacies of the tool.”

“I used to hold off on sending out reports so I could reconcile with the custodian, but over time I realized my numbers were more accurate than theirs. Given that Zephyr provides both Portfolio Performance and PSN, you know that the numbers are valid.”