Zephyr Financial Solutions

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.

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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.


wealth management software

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.

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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)

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strategies low risk mutual funds risk management applications  risk management software financial risk management  finance and risk management market risk management in banks financial risk mitigation strategies  financial risk mitigation strategies What is Risk Management? fintech risk management risk management assessment  quantitative risk management high yield investments with low risk investment types by risk  financial risk analysis risk monitoring and control  risk analysis and management types of risk in portfolio management types of financial risk management types of risk in financial market   wealth management applications wealth management software for advisors wealth advisor software cloud based wealth management software financial presentation financial planning presentation financial advisor presentation financial reporting and analysis financial reporting software investment reporting monthly investment reporting private equity fund reporting investment performance 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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)

Portfolio allocation by age financial funding proposal template alternative investment funds       green energy etf     equity portfolio     hedge fund analytics       alternative investments      wealth management software     portfolio analytics          real estate investment analysis        commodities analytics         managed futures       clean energy stocks          alternative investment market            best alternative investments financial portfolio analytics financial portfolio optimization     liquid alternatives   alternative funds        alternative investment strategies      real estate portfolio analysis     equity portfolio management         renewable energy mutual funds        real estate investment risk analysis tax efficient portfolio construction economic proposal template investment portfolio proposal template technical and financial proposal for consultancy template finance project proposal example  modern portfolio construction generating financial proposal custom investment management proposal   Durable portfolio construction  constructing optimal portfolio financial proposal format portfolio constructor constructing the portfolio Durable portfolio construction  constructing optimal portfolio investment proposal generator financial planning proposal template Proposal generation financial proposal sample multi asset portfolio construction hedge fund portfolio construction equity portfolio construction proposal generator tool mutual fund portfolio construction portfolio construction model financial advisor proposal template asset allocation portfolio construction esg portfolio construction durable portfolio construction financial investment proposal modern portfolio construction investment proposal generation software   index fund portfolio construction    age based asset allocation         asset allocation examples      asset allocation in retirement  discretionary investment management services portfolio returns diverse financial 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balanced investment portfolio online investment portfolio tracker building your investment portfolio investment and portfolio analysis wealth management portfolio example performance attribution analysis   Financial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors Retirement planning services Estate planning solutions Tax planning strategies Portfolio management services High-net-worth wealth management Financial planning consultants Wealth management companies Investment planning Retirement investment strategies Estate and trust services Wealth management experts Financial advisory services Investment management firms Wealth management professionals Financial planning solutions Retirement income planning Wealth management consulting esg managers esg environmental sustainability governance best environmental investment fundsFinancial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors Retirement planning services Estate planning solutions Tax planning strategies Portfolio management services High-net-worth wealth management Financial planning consultants Wealth management companies Investment planning Retirement investment strategies Estate and trust services Wealth management experts Financial advisory services Investment management firms Wealth management professionals Financial planning solutions Retirement income planning Wealth management consulting Wealth management plans   Asset management strategies   Diversified investments   Investment management   Wealth management solutions   portfolio analysis tools portfolio performance  portfolio risk financial risk risk management tools financial risk management financial risk management governance risk and compliance  risk management system risk management solutions risk mitigation investment risk low risk high return investment low risk investment options high risk investments high risk investment portfolio high risk high return stocks investment risk tolerance safest investment funds key risks associated with investing in stocks Diverse investment Best diversified portfolio Diverse stock portfolio Creating a diversified portfolio investment risk financial risk esg risk management risk mitigation strategies risk management strategies low risk mutual funds risk management applications  risk management software financial risk management  finance and risk management market risk management in banks financial risk mitigation strategies  financial risk mitigation strategies What is Risk Management? fintech risk management risk management assessment  quantitative risk management high yield investments with low risk investment types by risk  financial risk analysis risk monitoring and control  risk analysis and management types of risk in portfolio management types of financial risk management types of risk in financial market   wealth management applications wealth management software for advisors wealth advisor software cloud based wealth management software financial presentation financial planning presentation financial advisor presentation financial reporting and analysis financial reporting software investment reporting monthly investment reporting private equity fund reporting investment performance 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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)