Custom Design Reports and Presentations
Deliver professional reports, statements, fact sheets and proposals to clients that reflect your value
Customization in wealth management is becoming an increasingly popular need among clients. In order to meet the unique needs of clients it is up to investment professionals to deliver highly custom wealth management reports such as custom investment analysis reports, custom fund performance reports and fact sheets. Zephyr is committed to providing professionals with an award-winning suite of investment analysis tools to deliver the most customer centric investment services.
Personalizing 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.
Hyper-Personalized Engagement
Create custom, professional presentations and reports or choose from our extensive library of over 100 templates with an easy drag-and-drop module. Enhance the advisor-investor relationship by validating your success relative to 46,000 benchmarks communicating through customized, branded reports assembled in minutes. Apply custom questionnaires for risk assessments.
What two aspects of financial technology will play the greatest role over the next 2 years?
Zephyr commissioned a survey with WealthManagement.com to identify how technology is being integrated into investment firms. When asked what will play the most significant role over the next two years, respondents cited a clear need to engage with clients at scale.
Customization to enhance the client experience (51%)
Personalization of the client experience at scale (40%)
First impressions are made over and over. How you communicate your value goes beyond the numbers. Presenting them in professionally created documents builds brand equity.
Simplify Investment Reporting with Zephyr
Highly tailored wealth management services are a growing trend throughout the industry. Find out how Zephyr can create a more customized experience for clients using its award-winning array of in-depth, highly customizable investment reporting tools below.
Why The Need for Customized Investment Reports?
Creating highly customized investment reports and investment proposals for clients is critical in modern wealth management. By leveraging the capabilities of wealth management applications and specialized wealth management software for advisors Like Zephyr, asset managers, financial advisors, trust managers and wealth managers can exceed client expectations. (Read full article here)
Create a More Customized Wealth Management Report with Zephyr
The integration of technology with wealth management is essential for firms and clients alike. Customized wealth management reporting software has emerged as a critical tool in this landscape, bringing a new level of efficiency, personalization and insight, thus building strong manager-client relations. (Read full article here)
Highly Customized Reporting for Maximized Portfolio Returns
Highly customized reporting is a surging in popularity for not only enhancing the client-manager experience, but also in maximizing portfolio returns. A key factor in the success of this practice lies in comprehensive investment performance reporting, which offers investors a clear view of how client investments are and will fare in the market. (Read full article here)
