Manager Screening, Research and Analysis

Track and Compare Multiple Investment Products

Increase Productivity with Research and Screening

Zephyr provides a powerful screening component to research thousands of investment portfolio products. Powerful sorting, filtering and statistical tools make it easier to identify the right strategies and products to match your clients' financial goals. Compare multiple investment products to benchmarks and peers using 200+ key statistics, hundreds of qualitative fields and ESG criteria.

Valuable Research and Ratings

Zephyr commissioned a survey with WealthManagement.com to identify how technology is being integrated into investment firms. ESG ratings and reviews continue to be part of the conversation and it is the reason Zephyr partnered with OWL Analytics in 2021 to provide objective data.

Data and research for creating model portfolios, generate proposals and compare Separately Managed Account (SMA) strategies was also cited as an area of growth.

Increase Operational Efficiency, Effectiveness and Quality of Service

The rise of cloud-based wealth management solutions and digital assets has presented wealth managers with a need for more efficient and diverse fintech tools. From investment research tools, portfolio analysis tools and proposal generation, Zephyr does it all. Learn more about Zephyr's set of wealth management tools below.

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Offer Clients a Better Wealth Management Solution | Zephyr

Wealth management tools online have created a significant shift in how financial advisors, wealth managers, trust managers and asset managers serve clients. Zephyr, a comprehensive and easy to use cloud-based wealth management software, offers managers a plethora of benefits, streamlining financial planning and investment management. (Read full article here)

Elevate Wealth Management Performance with Advanced Portfolio Analysis Tools

Zephyr Portfolio Analytics has emerged as an ideal solution in wealth management, offering a range of sophisticated and award-winning portfolio analytics tools. These tools are designed to assist wealth advisors, financial advisors, trust managers and financial professionals at wealth management firms through aiding in the investment decision making process, further enhancing client portfolio performance. (Read full article here)

Revolutionize Wealth Management Through Comprehensive Investment Research Tools

Zephyr stands out as a game-changer for wealth management research. The innovative wealth management platform offers a suite of comprehensive investment research tools, uniquely tailored to meet the diverse needs of wealth managers, asset managers, financial advisors and trust managers. Zephyr's capabilities span across many aspects of financial management, making it an invaluable resource for enhancing client relationships and investment decision-making. (Read full article here)