Showcase Your Unique Strategy and Grow Your AUM
Asset Manager Software
Showcasing Your Value Requires Consistency
As an asset manager overseeing managed accounts, you have valuable data and insights to share about your products. Demonstrating why your strategies are unique and worthy of consideration is crucial for growing AUM. Zephyr's technology helps you provide clarity, allowing advisors and wealth managers to see valuable distinctions using our portfolio proposal software.
With Zephyr’s custom presentation center, you can easily create reports that include logos, hex color customization, and compliance statements. Professionally designed fact sheets can be stored online, shared with restrictive entitlement settings, or converted to PDFs for sharing on websites, social media, or via email.
Separately Managed Accounts Are a Must-Have Offering
In 2022, Zephyr's PSN surveyed investment professionals about their use of managed accounts. In every firm type, usage of separately managed accounts were expected to grow. As an asset manager, showcasing value requires consistency and exposure to potential investors. Zephyr's asset manager software is customizable, easy to understand, and gives you access data for reports in minutes.
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