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Asset Manager Software

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investment management software for asset managers

Performance Clarity for Your Investment Strategies

Your investment performance and communication clarity can make or break client relationships. Zephyr provides the analytical power and presentation tools to showcase your expertise effectively.

Your focus is on investment excellence and communicating that value to clients who have numerous options. Zephyr helps you cut through the noise with precise analytics and clear communication tools that showcase your distinctive approach to asset management.

How Asset Managers Use Zephyr

Why Zephyr Works for Asset Managers

  • Sophisticated Analytics — Dissect performance with detailed attribution analysis that highlights your strategic advantages
  • Competitive Benchmarking — Position your strategies against relevant peers and indices with customizable comparison tools
  • Institutional-Grade Reporting — Generate professional reports that meet the exacting standards of your most sophisticated clients
  • Strategy Visualization — Illustrate complex investment approaches with clear, compelling graphics that reinforce your methodology
Zephyr's asset and wealth management software in action for asset managers
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Separately Managed Accounts (SMAs) Are a Must-Have Offering

Separately managed accounts (SMAs) are becoming increasingly popular for a multitude of reasons. They offer your investors a great level of personalization and can bring your level of customized service in investment management to the next level. PSN has been a top resource for investment professionals for over 40 years. Asset managers rely on Zephyr's PSN to effectively reach institutional and retail investors. Over 2,800 firms, 285 universes, and more than 21,000 products comprise Zephyr's PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings.

Learn about Zephyr's PSN SMA Data
asset and wealth management investment management software, PSN Separately Managed Account Database
asset allocation software with investment analytics software and portfolio generation tools

Look Inside Zephyr's Powerful Capabilities

  • PSN SMA Data
  • Proposal Generation
  • Manager Research, Screening and ESG Analysis
  • Portfolio Analytics
  • Portfolio DNA
  • Portfolio Performance Reporting
  • Custom Branded Client Reports
  • Full integration Capabilities