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Zephyr – Take your Clients Further

Wealth management reporting is becoming not only a need for investment professionals, but a must. Zephyr’s advanced tools play a transformative role in meeting these demands. The platform, tailored for wealth managers and investment professionals, is paving the way for the future as a powerful portfolio reporting and financial analysis tool. More below!

Empowering Portfolio Management

Zephyr’s unique features, encompassed within a single platform, offers not only a solidified and celebrated asset allocation software and portfolio analysis tool, but also offers aspects of customer relationship management software directly catered toward wealth professionals.

Build Better Client Relationships:

Zephyr is a true ally to investment professionals in forging stronger client relationships through providing a platform manager to present their expertise through compelling portfolio reporting. Successful investment outcomes become a reality with Zephyr, facilitating the generation of easy-to-interpret proposals that highlight the wealth manager's capabilities. “90% of financial decisions are based on emotion rather than logic, highlighting the importance of client reporting as a consistent point of contact.” *1 This enables seamless comparison of investment strategies, benchmarks, model portfolios and more. Zephyr is the portfolio analysis tool for conveying the value of expertise to prospective clients.

Investor Relationship Management Software:

Zephyr positions itself as an Investor Relationship Management (IRM) software, focusing on asset analysis, risk mitigation, investment research and more. With in-depth investment portfolio analysis tools, Zephyr becomes a comprehensive portfolio analytics software. Various risk measures are employed to maximize capital preservation, ensuring optimal financial results.

Customization and Personalization:

In a market full of uncertainties, reassurance is a given with Zephyr. By offering hyper-personalization through its presentation center, allowing wealth managers to craft compelling narratives using customized wealth management reporting. The software facilitates customization of reports, proposals, and fact sheets, to meet diverse client needs. Zephyr’s portfolio analytics software not only provides unparalleled insights but does so in a way that is easy to convey.

Financial Growth through Zephyr:

Integrating Zephyr into an investment professional’s everyday activities propels investment professionals toward not only better client relationships but also financial growth for clients. Streamlining processes, enhancing communication and encouraging informed decision-making capabilities of Zephyr position it as one of the best portfolio analysis tools available. Wealth managers leveraging Zephyr's capabilities stand out in a competitive landscape, exceeding client expectations, and achieving remarkable investment results.

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*1 Top 10 Trends Shaping Wealth Management in 2024 | Wealth Management

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