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!
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)
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)
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)
Blended Benchmark Calculations
Zephyr integrates with all trust, accounting and custodial systems and can accommodate single sign-on use.
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