Goal-driven investment professionals are our best customer.
Expand and retain your client base while growing AUM.
In a dynamic and shifting marketplace, you need a clear and efficient way to demonstrate your value to current clients and potential prospects.
We'll show you how our clients are increasing AUM and growing their client base.
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).