Demonstrate Your Expertise
Proposal Generation Software
Propose and Repropose Effortlessly
Zephyr’s Portfolio Proposal Software allows you to quickly and easily create household analysis and compare your clients current vs. proposed portfolio.
- Risk Assessment
- Model Portfolios
- Linking Model Portfolios to Proposal Risk Assessment Scores
- Demonstrate Your Value
- Present Custom-Tailored Current vs Proposed Portfolio Proposals
Be A Trendsetter
Zephyr’s presentation center and proposal generation software make the perfect match, allowing you to create tailor-made presentation and proposals in one place.
- Implement personalized proposed portfolios based on your client’s risk assessment
- Provide your clients with comprehensive, yet easy to interpret proposals
- Demonstrate your value add by comparing current portfolios with your proposed portfolios utilizing multiple analysis lenses
Not Convinced? Learn More About Our Proposal Generation Software Below
Don't Get Rejected! Propose with Zephyr
Our proposal generation tool will prove to be a game-changer for you and your firm. Zephyr offers you the ideal approach to constructing investment portfolios, managing them and tailoring them to your clients' unique needs.
Foster Better Client Relationships with Our Proposal Generation Software
With Zephyr at your disposal, you will craft better portfolios and increase your client satisfaction. It streamlines the proposal generation process, making it a breeze to create comprehensive financial proposals. With Zephyr, you can deliver polished, efficient proposals that will wow your clients and save you valuable time.
Generate Better Proposals Than Your Competitors
Imagine having a Swiss army knife at your fingertips that transforms the way you manage your clients' portfolios. Zephyr's outstanding portfolio generation software is just that, providing you with a suite of tools designed to simplify your investment management processes, form longer lasting relationships with your clients and edge out the competition.
