Deliver a More Transparent and Informative Report to Your Clients
Investment Performance Software
Build Reports That Fit Your Brand
- Reports customized to the way you work with your client - from quick, easy to read - to complex and detailed reports.
- Access over 1000 market indices from most major providers including S&P, Russell, Ice, Bloomberg, Lipper, HFRI and others.
- Calculate weighted blends based on your actual allocation.
- Benchmark comparison can be done at the Total Portfolio level, the asset class level or any classification level of your choosing (e.g., style, sector etc.)
Accelerate Your Ground Game
Zephyr's investment performance software integrates into your everyday workflow:
- Demonstrate your unique value with access to hundreds of data points and on demand reporting.
- Accommodates single sign-on and allows for customized access depending on the user.
- can be integrated with all trust, accounting and custodial systems.
- Access timely and accurate information when you need it.
Change Your Investment Performance Reporting for The Better
Zephyr's asset and wealth management platform offers you and your firm the chance to offer clients an unparalleled level of customization. Find out how our portfolio performance reporting software is an asset to financial professionals like you.
Work Less, Engage Your Clients More
Zephyr's investment reporting software will give you an edge in a highly competitive market, while allowing you to deliver a customized and informative experience to your clients.
Create Better Investment Performance Reports
The importance of portfolio performance reporting is vital to generating more referrals and retaining clients.
Still Tethered to an Outdated System?
Zephyr's investment performance software is a true ally in creating and explaining investment decisions to existing and prospective clients. Implementing Zephyr into your firm will aid you in enhancing client portfolio performance.
