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Portfolio Analysis Software

Unlock Insights with Powerful Portfolio Analytics | Boost Performance

Drive growth and maximize returns with cutting-edge portfolio analytics. Make data-driven decisions and stay ahead of the competition. Take charge of your investments!

Leveraging portfolio analytics is crucial for the investment process. A portfolio analytics software fosters effective risk management and decision-making. Through implementation of a portfolio analysis tool, investment professionals can assess risk exposures across various asset classes, gaining valuable insights they wouldn't otherwise have access to. Investment analytics software paves the way for more customized reporting, which is essential for multi-asset portfolios, identifying interactions between assets, optimizing risk-return profiles and more. Continuous monitoring and analysis empower data-driven decisions, enhancing strategies to achieve your clients financial objectives.

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Examine Your Client’s Portfolio DNA

Zephyr’s Portfolio Analytics allows you to quickly and easily evaluate the overall composition of the mutual funds, ETFs, SMAs and/or model portfolios that make up your client’s investment portfolio, with a clear lens.

Portfolio Analysis includes:

  • In Depth Exposure Analysis
  • Equity Characteristics, and Sector and Regional Weightings
  • Fixed Income Characteristics, and Sector, Regional, Quality and Maturity Weightings
  • Holdings Exposure
  • Region and Country exposure

Portfolio Management Software for Advisors

Create research dashboards to keep track of how your investments are performing. Analyze individual investments or entire portfolios using key performance and risk metrics.

  • Easily analyze portfolios that meet client return/risk profiles
  • Analyze meeting client financial planning goals and expectations
  • Evaluate your client's equity performance or an equity fund's performance, using holdings-based analysis. Uncover the impact of Asset Allocation and Security Selection relative to a benchmark.
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Inside Analytical Investing

Get the latest insight on portfolio analytics through Zephyr. Delve into the world of financial portfolio analytics, investment analysis and the strength of comprehensive wealth management software. 

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Financial Portfolio Optimization with Alternative Investment Funds

Alternative investment funds, ranging from hedge funds to managed futures and real estate portfolios, often encompass a diverse array of assets. The challenge lies in efficiently managing this diversity and assessing risk-return profiles. This is where financial portfolio analytics becomes critical in the wealth management decision-making process. (Read full article here)

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Trust in Comprehensive Investment Portfolio Analysis Data

Investors and asset managers are increasingly relying on sophisticated processes to navigate the complexities of the market. At the heart of this lies the need for wealth managers to have a comprehensive investment portfolio analysis, a concept that integrates analytical approaches. (Read full article here)

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Zephyr Insights: The Power of Portfolio Analytics

As the financial market becomes increasingly complex, the fusion of traditional investment tools with cutting-edge technology like Zephyr is reshaping the way financial professionals approach portfolio analytics. (Read full article here)

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Learn More About Zephyr's Full Capabilities

Zephyr Portfolio Analytics FAQ's

Find out how Zephyr’s Portfolio Analytics can maximize portfolio growth. 

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What are portfolio analytics?

Portfolio analytics uses quantitative methods and data analysis techniques to evaluate and optimize the performance of an investment portfolio to its fullest potential. The main objective of portfolio analytics is to help portfolio managers make informed decisions about their investments, assess risk, and achieve their financial goals.

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