Zephyr Financial Solutions

Manager Screening, Research and Analysis

Track and Compare Multiple Investment Products

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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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 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  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

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)

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 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  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

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)

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 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  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

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)

Investment Manager Screening

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.

Investment Manager Research