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Find the Best Fit

Zephyr allows you to take a deep dive into thousands of investment portfolio products, all with the click of a button. You’ll find sorting, filtering, and statistical tools that make it easier to pinpoint the right strategies and products to align with your clients’ and firms' financial goals. Plus, you can compare multiple investment products against benchmarks and peers using over 200 key statistics, hundreds of qualitative fields and even ESG criteria.

Having Strong Performance Measurement Capabilities is Becoming Nonnegotiable

Zephyr teamed up with WealthManagement.com to explore how investment firms are integrating technology. ESG ratings and reviews remain a hot topic, which is why Zephyr joined forces with OWL Analytics in 2021 to offer objective data.

The survey also highlighted growth in the use of data and research for creating model portfolios, evaluating performance, generating proposals and comparing Separately Managed Account (SMA) strategies.

Investment Manager Research asset and wealth management investment management software, investment management tool, investment tracking software investment portfolio management software, portfolio management software for advisors, fund management platform, investment portfolio tracking software, alternative investment management software, portfolio management software for financial advisors, portfolio tracking tool, portfolio management tools, portfolio management software, ria tool, portfolio performance reporting software, portfolio attribution software, portfolio attribution analysis software, investment performance tracking software, portfolio performance analysis software

Zephyr Does it All

With the surge in popularity for better investment research and data, Zephyr steps up to the plate, offering you a comprehensive suite that includes investment research tools, portfolio analysis, and proposal generation.

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Revolutionize Your Client Engagement

Zephyr, a comprehensive and user-friendly cloud-based asset and wealth management solution, offers you a multitude of benefits, streamlining both financial planning and investment management.

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Portfolio allocation by age financial funding proposal template alternative investment funds green energy etf equity portfolio hedge fund analytics alternative investments wealth management software portfolio analytics real estate investment analysis commodities analytics managed futures clean energy stocks alternative investment market best alternative investments financial portfolio analytics financial portfolio optimization liquid alternatives alternative funds alternative investment strategies real estate portfolio analysis equity portfolio management renewable energy mutual funds real estate investment risk analysis tax efficient portfolio construction economic proposal template investment portfolio proposal template technical and financial proposal for consultancy template finance project proposal example modern portfolio construction generating financial proposal custom investment management proposal Durable portfolio construction constructing optimal portfolio financial proposal format portfolio constructor constructing the portfolio Durable portfolio construction constructing optimal portfolio investment proposal generator financial planning proposal template Proposal generation financial proposal sample multi asset portfolio construction hedge fund portfolio construction equity portfolio construction proposal generator tool mutual fund portfolio construction portfolio construction model financial advisor proposal template asset allocation portfolio construction esg portfolio construction durable portfolio construction financial investment proposal modern portfolio construction investment proposal generation software index fund portfolio construction age based asset allocation asset allocation examples asset allocation in retirement discretionary investment management services portfolio returns diverse financial portfolio financial performance 60 40 portfolio historical performance investment performance reporting portfolio performance software total return portfolio benchmark portfolios tracking portfolio performance asset allocation returns historical measuring portfolio performance calculating portfolio performance portfolio performance reporting software portfolio attribution software portfolio attribution analysis software investment performance tracking software portfolio performance analysis software virtual investment portfolio investment portfolio services ideal financial portfolio healthy investment portfolio investment portfolio advisor creating a financial portfolio best balanced investment portfolio online investment portfolio tracker building your investment portfolio investment and portfolio analysis wealth management portfolio example Zephyr Investor Relationship Management Software Financial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors Retirement planning services Estate planning solutions Tax planning strategies Portfolio management services High-net-worth wealth management Financial planning consultants Wealth management companies Investment planning Retirement investment strategies Estate and trust services Wealth management experts Financial advisory services Investment management firms Wealth management professionals Financial planning solutions Retirement income planning Wealth management consulting esg managers esg environmental sustainability governance best environmental investment fundsFinancial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth 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performance 60 40 portfolio historical performance investment performance reporting portfolio performance software total return portfolio benchmark portfolios tracking portfolio performance asset allocation returns historical measuring portfolio performance calculating portfolio performance performance attribution equity performance attribution fixed income return attribution investment attribution analysis investment performance attribution return attribution analysis portfolio performance reporting software portfolio attribution software portfolio attribution analysis software investment performance tracking software portfolio performance analysis software virtual investment portfolio investment portfolio services ideal financial portfolio healthy investment portfolio investment portfolio advisor creating a financial portfolio best balanced investment portfolio online investment portfolio tracker building your investment portfolio investment and portfolio analysis wealth management portfolio example performance attribution analysis Financial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors 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Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors Retirement planning services Estate planning solutions Tax planning strategies Portfolio management services High-net-worth wealth management Financial planning consultants Wealth management companies Investment planning Retirement investment strategies Estate and trust services Wealth management experts Financial advisory services Investment management firms Wealth management professionals Financial planning solutions Retirement income planning Wealth management consulting Wealth management plans Asset management strategies Diversified investments Investment management Wealth management solutions portfolio analysis tools portfolio performance portfolio risk financial risk risk management tools financial risk management financial risk management governance risk and compliance risk management system risk management solutions risk mitigation investment risk low risk high return investment low risk investment options high risk investments high risk investment portfolio high risk high return stocks investment risk tolerance safest investment funds key risks associated with investing in stocks Diverse investment Best diversified portfolio Diverse stock portfolio Creating a diversified portfolio investment risk financial risk esg risk management risk mitigation strategies risk management strategies low risk mutual funds risk management applications risk management software financial risk management finance and risk management market risk management in banks financial risk mitigation strategies financial risk mitigation strategies What is Risk Management? fintech risk management risk management assessment quantitative risk management high yield investments with low risk investment types by risk financial risk analysis risk monitoring and control risk analysis and management types of risk in portfolio management types of financial risk management types of risk in financial market wealth management applications wealth management software for advisors wealth advisor software cloud based wealth management software financial presentation financial planning presentation financial advisor presentation financial reporting and analysis financial reporting software investment reporting monthly investment reporting private equity fund reporting investment performance reporting portfolio historical performance average return on managed portfolio asset allocation drives returns portfolio expected return and risk portfolio average return 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Perform Better and Ensure Your Clients 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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Portfolio allocation by age financial funding proposal template alternative investment funds green energy etf equity portfolio hedge fund analytics alternative investments wealth management software portfolio analytics real estate investment analysis commodities analytics managed futures clean energy stocks alternative investment market best alternative investments financial portfolio analytics financial portfolio optimization liquid alternatives alternative funds alternative investment strategies real estate portfolio analysis equity portfolio management renewable energy mutual funds real estate investment risk analysis tax efficient portfolio construction economic proposal template investment portfolio proposal template technical and financial proposal for consultancy template finance project proposal example modern portfolio construction generating financial proposal custom investment management proposal Durable portfolio construction constructing optimal portfolio financial proposal format portfolio constructor constructing the portfolio Durable portfolio construction constructing optimal portfolio investment proposal generator financial planning proposal template Proposal generation financial proposal sample multi asset portfolio construction hedge fund portfolio construction equity portfolio construction proposal generator tool mutual fund portfolio construction portfolio construction model financial advisor proposal template asset allocation portfolio construction esg portfolio construction durable portfolio construction financial investment proposal modern portfolio construction investment proposal generation software index fund portfolio construction age based asset allocation asset allocation examples asset allocation in retirement discretionary investment management services portfolio returns diverse financial portfolio financial performance 60 40 portfolio historical performance investment performance reporting portfolio performance software total return portfolio benchmark portfolios tracking portfolio performance asset allocation returns historical measuring portfolio performance calculating portfolio performance portfolio performance reporting software portfolio attribution software portfolio attribution analysis software investment performance tracking software portfolio performance analysis software virtual investment portfolio investment portfolio services ideal financial portfolio healthy investment portfolio investment portfolio advisor creating a financial portfolio best balanced investment portfolio online investment portfolio tracker building your investment portfolio investment and portfolio analysis wealth management portfolio example Zephyr Investor Relationship Management Software Financial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors Retirement planning services Estate planning solutions Tax planning strategies Portfolio management services High-net-worth wealth management Financial planning consultants Wealth management companies Investment planning Retirement investment strategies Estate and trust services Wealth management experts Financial advisory services Investment management firms Wealth management professionals Financial planning solutions Retirement income planning Wealth management consulting esg managers esg environmental sustainability governance best environmental investment fundsFinancial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors Retirement planning services Estate planning solutions Tax planning strategies Portfolio management services High-net-worth wealth management Financial planning consultants Wealth management companies Investment planning Retirement investment strategies Estate and trust services Wealth management experts Financial advisory services Investment management firms Wealth management professionals Financial planning solutions Retirement income planning Wealth management consulting Wealth management plans Asset management strategies Diversified investments Investment management Wealth management solutions portfolio analysis tools portfolio performance discretionary investment management services portfolio returns diverse financial portfolio financial performance 60 40 portfolio historical performance investment performance reporting portfolio performance software total return portfolio benchmark portfolios tracking portfolio performance asset allocation returns historical measuring portfolio performance calculating portfolio performance performance attribution equity performance attribution fixed income return attribution investment attribution analysis investment performance attribution return attribution analysis portfolio performance reporting software portfolio attribution software portfolio attribution analysis software investment performance tracking software portfolio performance analysis software virtual investment portfolio investment portfolio services ideal financial portfolio healthy investment portfolio investment portfolio advisor creating a financial portfolio best balanced investment portfolio online investment portfolio tracker building your investment portfolio investment and portfolio analysis wealth management portfolio example performance attribution analysis Financial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors 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Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors Retirement planning services Estate planning solutions Tax planning strategies Portfolio management services High-net-worth wealth management Financial planning consultants Wealth management companies Investment planning Retirement investment strategies Estate and trust services Wealth management experts Financial advisory services Investment management firms Wealth management professionals Financial planning solutions Retirement income planning Wealth management consulting Wealth management plans Asset management strategies Diversified investments Investment management Wealth management solutions portfolio analysis tools portfolio performance portfolio risk financial risk risk management tools financial risk management financial risk management governance risk and compliance risk management system risk management solutions risk mitigation investment risk low risk high return investment low risk investment options high risk investments high risk investment portfolio high risk high return stocks investment risk tolerance safest investment funds key risks associated with investing in stocks Diverse investment Best diversified portfolio Diverse stock portfolio Creating a diversified portfolio investment risk financial risk esg risk management risk mitigation strategies risk management strategies low risk mutual funds risk management applications risk management software financial risk management finance and risk management market risk management in banks financial risk mitigation strategies financial risk mitigation strategies What is Risk Management? fintech risk management risk management assessment quantitative risk management high yield investments with low risk investment types by risk financial risk analysis risk monitoring and control risk analysis and management types of risk in portfolio management types of financial risk management types of risk in financial market wealth management applications wealth management software for advisors wealth advisor software cloud based wealth management software financial presentation financial planning presentation financial advisor presentation financial reporting and analysis financial reporting software investment reporting monthly investment reporting private equity fund reporting investment performance reporting portfolio historical performance average return on managed portfolio asset allocation drives returns portfolio expected return and risk portfolio average return financial portfolio presentation investment reporting hedge fund report investment research report private equity fund reporting venture capital report annual investment report monthly investment report

Simplify Your Investment Research

Zephyr is a game-changer for your investment research. Our cloud-based asset and wealth management platform offers you all of investment research tools you need to bring successful outcomes to your clients.

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Look Inside Zephyr's Powerful Capabilities