Zephyr Financial Solutions

Portfolio Analysis Software

Instantly view risks and opportunities across all client portfolios

proposal generation software

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.
wealth manager software