Goal-driven investment professionals are our best customer.

The new web based Zephyr platform transforms how we work with advisors. The interface is among the easiest and most intuitive we have ever used and creates intelligent, clear, and readily customizable presentations. Your team is very responsive and professional. As an open architecture and flexible solution, we are now able to create presentations on the fly, do custom analysis, and manage our own data more effectively. Thank you for the innovative and exciting work - Zephyr is rapidly changing how we collaborate with clients and advisors. Our ability to communicate the WCA message has never been better, and Zephyr is part of the reason why.

My experience with Zephyr has been exceptional . I used it while part of a large organization for almost fifteen years ; and once I started a firm of my own late last year , engaged its services once again. The ease of onboarding and follow-up from client relationship team was deeply appreciated ( in my previous work , work colleagues did that for me) , and subsequent tutorials assisted me in more effectively utilizing Zephyr's resources. Finally, a standout service of the firm is having the ability to engage one-on-one with a product expert who has wonderful relationship skills as well and pay her for specific project work (which allows me to focus on highest and best use of time in my own work for clients).

The functionality and presentation of Zephyr are fantastic. We like that you can create blends, measure them, and put together a very nice looking, custom presentation that packages our thinking and really shows the value we bring our clients.

The new web based Zephyr platform transforms how we work with advisors. The interface is among the easiest and most intuitive we have ever used and creates intelligent, clear, and readily customizable presentations. Your team is very responsive and professional. As an open architecture and flexible solution, we are now able to create presentations on the fly, do custom analysis, and manage our own data more effectively. Thank you for the innovative and exciting work - Zephyr is rapidly changing how we collaborate with clients and advisors. Our ability to communicate the WCA message has never been better, and Zephyr is part of the reason why.