Zephyr Financial Solutions

Perform Better and Ensure Client Trust

Zephyr Portfolio Analytics is the ideal solution in asset and wealth management, offering you a complete suite of award-winning portfolio analytics tools. Our platform gives you the support you need to make better investment decisions and better your ability to deliver clients higher returns on their investments.

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Comprehensive Analysis Across Multiple Asset Classes

Portfolio Risk Analysis Tools: For risk management, Zephyr’s portfolio risk analysis tools offer comprehensive assessments, enabling you to understand and mitigate risks associated with different investment portfolios.

Portfolio Performance Tool: Zephyr’s ability to measure and forecast portfolio performance is unmatched. A strong portfolio performance tool is essential for tracking and evaluating the performance of client portfolios, ensuring alignment with unique investment goals.

Performance Attribution Analysis: Zephyr excels in performance attribution analysis, allowing you to dissect portfolio performance and understand key drivers of higher returns.


Enhancing Wealth Management Software and Platforms

Zephyr Portfolio Analytics, portfolio performance, and proposal generation software integrate seamlessly into your asset and wealth management firm, enhancing the overall capabilities of the tools you use. Whether performing investment research, presenting to clients, or generating proposals, Zephyr is your one-stop shop for wealth management.


Catering to Diverse Client Needs

A Platform for High-Net-Worth Asset and Wealth Management: Zephyr is particularly beneficial in high-net-worth wealth management, where complex portfolios and sophisticated investment strategies are common. Regardless of your clients’ financial situations, Zephyr is a fully customizable cloud-based asset and wealth management software that allows you and your clients to access portfolio information anytime, anywhere.

Serving Each Wealth Management Client: The platform’s versatility ensures that every wealth management client, regardless of their investment profile, receives personalized and efficient portfolio management.

Advanced Investment Product Research: Zephyr empowers you to conduct in-depth investment product research using hundreds of analysis options. From blended benchmarks and calendar year returns to risk vs. return analysis and more, Zephyr provides the tools you need to make informed investment decisions.

Zephyr is redefining the approach to portfolio management in the asset and wealth management industry. By providing you with comprehensive portfolio analysis tools with seamless integration will empower you to make informed decisions, manage risks effectively to achieve optimal portfolio performance, ultimately enhancing client satisfaction and trust.

Learn more about how Zephyr generates success to manager here. Request a demo here.



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