Showcase Your Unique Strategy and Grow Your AUM
Asset Manager Software
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.
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
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 was 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