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Portfolio Performance

Power your Performance Measurement Capabilities

Portfolio performance is vital to creating transparency and trust with clients. Being supported by an advanced investment software and portfolio management systems, helps investment professionals track asset performance, enabling informed decision making and swift adjustments to market changes. An asset performance management software offers real-time insights, empowering investors to optimize strategies and mitigate risks effectively. In a largely data-driven landscape, the importance of portfolio performance reporting is vital for enhancing client relationships in a market driven by customized solutions.

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Customize Reports, Benchmarks

Customize Reports

  • Reports customized to the way you work with your client - from quick, easy to read - to complex and detailed reports.

Benchmarks

  • Zephyr’s Portfolio Performance provides over 1000 market indices from most major providers including S&P, Russell, Ice, Bloomberg, Lipper, HFRI and others.

Blended Benchmark Calculations

  • Calculate weighted blends based upon actual allocation that change dynamically with the most recent allocation.
  • Benchmark comparison can be done at the Total Portfolio level, the Asset Class level, or any customized classification level (e.g., style, sector etc.)

Accelerate your ground game with innovative technology

Zephyr integrates with all trust, accounting and custodial systems and can accommodate single sign-on use.

  • Integration with Zephyr Portfolio Analytics gives you a significant edge on evaluating portfolios, demonstrating your unique value and growing your business
  • Fully Customized Access Control Entitlements based on your firm’s needs. Customize access for each user to allow or restrict benchmark modification, account access and composite creation.
  • Reporting on Demand
  • Timely and accurate information when you need it. Clients deserve information quicklyin presentation and report form
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Uncover the Significance of Investment Performance Reporting in Zephyr's Asset and Wealth Management Platform

Portfolio performance reporting software is emerging as a tremendous asset to financial professionals, enabling them to streamline client portfolio analysis, assessment and reporting. Learn more about Zephyr's portfolio performance reporting capabilities below!

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consulting Wealth management plans Asset management strategies Diversified investments Investment management Wealth management solutions portfolio analysis tools portfolio performance

What is Portfolio Performance Software?

Through portfolio performance reporting software like Zephyr, wealth managers, asset managers and financial advisors can mitigate risk and enhance client returns, while keeping them informed on current market conditions. (Read full article here)


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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 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consulting Wealth management plans Asset management strategies Diversified investments Investment management Wealth management solutions portfolio analysis tools portfolio performance

Receive Higher Returns: The Essential Role of Portfolio Performance Reporting

The importance of portfolio performance reporting is critical for wealth managers, asset managers and financial advisors in growing not only client relationships, but also their returns. (Read full article here)

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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 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consulting Wealth management plans Asset management strategies Diversified investments Investment management Wealth management solutions portfolio analysis tools portfolio performance

Enhancing Wealth Management: The Importance of Portfolio Performance Reporting Software

Portfolio performance reporting software is a true ally in making and explaining investment decisions to existing and prospective clients. Implementation of such software in a firm aid in enhancing client portfolio performance and following an advisor’s fiduciary duty. (Read full article here)

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Learn More About Zephyr's Capabilities

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