Generate Better Proposals Than Your Competitors

Meet Zephyr, your ultimate financial proposal builder that takes client service to a whole new level. Craft better financial proposals, fact sheets and presentations that empower your clients and help them visualize exactly how their money is working for them. Every client is unique, which is why Zephyr enables investment professionals like you to tailor your presentations to your exact specifications. Learn more.

Zephyr’s proposal generation software enables you to give your clients a crystal-clear view of their asset allocation and portfolio construction. This level of transparency not only helps them understand where their money going, but also aids in presenting insightful analytics such time-series analyses for future returns. Whether you’re creating a portfolio of ESG stocks or designing a retirement-focused investment strategy, Zephyr’s cutting-edge tools are indispensable for you in today’s market.

Thanks to Zephyr’s cloud-based asset and wealth management platform, you can nurture stronger client relationships and cater to their unique needs from virtually anywhere—be it a café or a virtual Zoom meeting. This flexibility ensures that your financial portfolio proposals are always within reach.

By leveraging a comprehensive library of top-tier wealth management tools, you can elevate your services, forge lasting client relationships, and drive growth. Zephyr’s investment proposal generation software is an invaluable asset for you, offering the most comprehensive, data-driven and customized wealth services available.

Speak to a sales consultant here. Learn more about Zephyr's award-winning portfolio proposal software here.