Zephyr Financial Solutions

Portfolio Proposal

Demonstrate Your Expertise Through Custom Tailored Portfolio Proposals

Portfolio tracking software

Zephyr’s Proposal Generation Software

Zephyr’s Portfolio Proposal module allows you to quickly and easily create household analysis evaluating prospect or existing client current portfolios with your proposed portfolios.

  • Risk Assessment
  • Model Portfolios
  • Linking Model Portfolios to Proposal Risk Assessment Scores
  • Demonstrate Your Value
  • Present Custom-Tailored Current vs Proposed Portfolio Proposals

Custom-tailored Portfolio Proposals

Coupled with Zephyr’s trendsetting Presentation Center, create tailor-made prospect or existing client portfolio proposals allocation proposals.

  • 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
wealth management portfolio optimization