Deliver better presentations, reports and fact sheets that reflect your value.
Custom Investment Reporting Software
Personalize Your Client Experience
Building long-term relationships depends on personalized communication built around your clients' goals. Learn more about Zephyr's powerful asset and wealth management software and why advisors count on it to build their business.
Make your client communications clearer and more engaging
Generate better investment reports and showcase your value. With Zephyr's highly customizable investment reporting software you can create more custom, professional presentations and reports. You can choose from our extensive library of over 100 templates using an easy drag-and-drop module.
Enhance your validation by comparing against 46,000 benchmarks and communicate effectively through customized, branded reports that you can assembled in minutes. Additionally, apply custom questionnaires for precise risk assessments, ensuring a tailored approach to each of your client’s unique needs.
Customization is a must in todays market
Zephyr commissioned a survey with WealthManagement.com to explore how technology is being integrated into investment firms and respondents highlighted the crucial need for scalable client engagement.
Customization to enhance the client experience (51%)
Personalization of the client experience at scale (40%)
How you communicate your value goes beyond the numbers. Presenting them in professionally created documents builds your brands equity.
Simplify Investment Reporting with Zephyr
Highly tailored asset and wealth management services are a growing trend throughout the industry. Find out how Zephyr's investment reporting software can help you deliver a more customized experience for your clients.
Customized Investment Reports Matter
As client demand for customization grows, so does the need for detailed, personalized reports. Tools like Zephyr help financial advisors, asset and wealth managers exceed client expectations by offering personalized insights into their financial health and investment performance.
Cut Your Time Spent on Asset and Wealth Management Reports in Half
Zephyr brings a new level of efficiency, personalization, and insight to your investment reporting, helping you build strong manager-client relationships.
Easily Plan and Adapt to Your Clients Needs
By providing your clients detailed and personalized insights, you can make more informed decisions that align with their financial goals, ultimately boosting their portfolio returns.
