Outperform Competition with a Proposal Generator Tool | Zephyr

A financial proposal builder like Zephyr aids in wealth managers success in constructing the portfolio for clients, providing an enhanced level of customization in client service. Utilizing a proposal generation software will provide clients with a strong financial proposal sample, enabling them to meet their unique financial goals and move forward with continual asset management.

Through asset allocation and portfolio construction, clients will have a better understanding of exactly where their funds are going and will aid in generating a time-series analysis for future returns. Whether it is constructing a portfolio consisting of ESG stocks, through modern portfolio construction or a retirement-based investment portfolio using the best wealth management tools like an investment proposal generation software is the greatest tool wealth managers can have in today’s market.

Zephyr’s cloud based wealth management software enables managers to foster better client relationships and cater to clients unique needs through the ability of bringing a financial portfolio proposal anywhere from a café to a Zoom call.

Through utilizing a library of the best wealth management tools, asset managers, financial advisors and wealth managers will elevate services, create long lasting relationships will clients and ultimately facilitate their growth. An investment proposal generation software like Zephyr is an invaluable tool for wealth professionals in offering the most comprehensive, data-driven and customized wealth services. Make wealth management reporting simple with Zephyr. Speak to a sales consultant here. Learn more about Zephyr's award-winning portfolio proposal software here.