Zephyr Financial Solutions

Risk Management Analysis

Analyze Risk to Effectively Manage Client Risk Goals

risk tolerance

Mitigate Risk and Build Resilient Portfolios

Client engagement is the most important element to growth and retention. Understanding your client's risk tolerance is the beginning of a long and healthy relationship. Zephyr incorporates several elements into its software to identify investor risk, then allows the advisor to identify model portfolios that fit with a client's comfort.

Zephyr's StatFACTS

Zephyr’s investment analysis provides valuable insights that are key to achieving your clients' financial goals, including performance, risk mitigation and capital preservation. Zephyr's StatFACTS is a guidance tool that provides an overview of the key metrics available within our investment management software that will help to make better investment decisions for your clients. StatFACTS focuses on why the metrics are important and how to apply them.

risk analysis