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Make data-driven decisions and stay ahead of your competition.

Portfolio Analysis Software

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Numbers Speak Louder Than Words

With Zephyr, you can evaluate and run analytics using hundreds of market indices with ease. By using our investment analytics software, you to deliver clearer and more detailed investment reports, further enhancing your client relationships.

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Examine Your Client’s Portfolio DNA

Zephyr’s Portfolio Analytics enables you to quickly and easily evaluate the overall composition of your client’s investment portfolio, including mutual funds, ETFs, SMAs, and model portfolios.

Portfolio Analysis Features:

  • In-Depth Exposure Analysis
  • Equity Characteristics: Sector and regional weightings
  • Fixed Income Characteristics: Sector, regional, quality, and maturity weightings
  • Holdings Exposure
  • Region and Country Exposure

You Won't Find a More Capable Investment Analytics Software

Zephyr’s portfolio analysis software allows you to create dashboards to analyze individual investments, or entire portfolios performance using key performance and risk metrics to ensure your clients' portfolios align with their unique financial goals and expectations.

Key Features:

  • Portfolio Analysis: Easily analyze portfolios to meet client return/risk profiles.
  • Equity Performance Evaluation: Use holdings-based analysis to evaluate your client’s equity performance or an equity fund’s performance.
  • Impact Analysis: Uncover the impact of asset allocation and security selection relative to a benchmark.
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Lead the Charge Toward a More Analytical Approach to Investing

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Explore Portfolio Analytics Beyond Traditional Assets

Zephyr’s Portfolio Analytics extends beyond traditional assets, offering robust tools for analyzing alternative investments. Whether you’re dealing with private equity, hedge funds, real estate, or commodities, Zephyr provides detailed insights into these complex asset classes.

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Investment Analytics You Can Trust

Gain a more holistic view of your clients' investment portfolios and serve them better. Learn more about Zephyr's portfolio analytics software below.

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Expand Your Arsenal with Our Portfolio Analysis Software

Reshape the way you view investment analytics using Zephyr's portfolio analytics software.

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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.