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.
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)
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 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)
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.
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.