Zephyr Financial Solutions

Trust Officers

Advanced Performance Reporting Across Multiple Levels

Zephyr Financial Solutions – Your Trusted Partner in Wealth Management

Zephyr is redefining wealthtech software for wealth managers through delivering personalized, in-depth performance reports that cater to clients' unique needs. Zephyr is dedicated to offering comprehensive insights into investment portfolios, enabling better portfolio and customer relationship management, further strengthening client bonds.

Zephyr excels in meaningful client engagement. Our commitment to detailed reporting, personalized services and comprehensive solutions cultivates trust and transparency between wealth managers and clients through enhanced proposal generation tools, access to the pioneer of SMA databases in PSN, portfolio analytics, performance reports, asset allocation modeling software and a highly customized presentation center.

For the most personalized CRM for investment advisors and client management software for financial advisors, choose Zephyr. Empower your financial journey with our personalized support and cutting-edge tools.

multi family office wealth management fidelity private wealth management charles schwab wealth management jp morgan chase wealth management private wealth advisor jp morgan wealth wealth platform orion wealth management td wealth management merrill lynch private wealth management wells fargo wealth management jp morgan wealth management private wealth management wealth management companies financial managerPortfolio allocation by age financial funding proposal template alternative investment funds       green energy etf     equity portfolio     hedge fund analytics       alternative investments      wealth management software     portfolio analytics          real estate investment analysis        commodities analytics         managed futures       clean energy stocks          alternative investment market            best alternative investments financial portfolio analytics financial portfolio optimization     liquid alternatives   alternative funds        alternative investment strategies      real estate portfolio analysis     equity portfolio management         renewable energy mutual funds        real estate investment risk analysis tax efficient portfolio construction economic proposal template investment portfolio proposal template technical and financial proposal for consultancy template finance project proposal example  modern portfolio construction generating financial proposal custom investment management proposal   Durable portfolio construction  constructing optimal portfolio financial proposal format portfolio constructor constructing the portfolio Durable portfolio construction  constructing optimal portfolio investment proposal generator financial planning proposal template Proposal generation financial proposal sample multi asset portfolio construction hedge fund portfolio construction equity portfolio construction proposal generator tool mutual fund portfolio construction portfolio construction model financial advisor proposal template asset allocation portfolio construction esg portfolio construction durable portfolio construction financial investment proposal modern portfolio construction investment proposal generation software   index fund portfolio construction    age based asset allocation         asset allocation examples      asset allocation in retirement  discretionary investment management services portfolio returns diverse financial portfolio financial performance 60 40 portfolio historical performance investment performance reporting portfolio performance software total return portfolio benchmark portfolios tracking portfolio performance asset allocation returns historical measuring portfolio performance calculating portfolio performance   portfolio performance reporting software portfolio attribution software portfolio attribution analysis software investment performance tracking software portfolio performance analysis software virtual investment portfolio investment portfolio services ideal financial portfolio healthy investment portfolio  investment portfolio advisor creating a financial portfolio best balanced investment portfolio online investment portfolio tracker building your investment portfolio investment and portfolio analysis wealth management portfolio example Zephyr Investor Relationship Management Software Financial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors Retirement planning services Estate planning solutions Tax planning strategies Portfolio management services High-net-worth wealth management Financial planning consultants Wealth management companies Investment planning Retirement investment strategies Estate and trust services Wealth management experts Financial advisory services Investment management firms Wealth management professionals Financial planning solutions Retirement income planning Wealth management consulting esg managers esg environmental sustainability governance best environmental investment fundsFinancial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors Retirement planning services Estate planning solutions Tax planning strategies Portfolio management services High-net-worth wealth management Financial planning consultants Wealth management companies Investment planning Retirement investment strategies Estate and trust services Wealth management experts Financial advisory services Investment management firms Wealth management professionals Financial planning solutions Retirement income planning Wealth management consulting Wealth management plans   Asset management strategies   Diversified investments   Investment management   Wealth management solutions   portfolio analysis tools portfolio performance discretionary investment management services portfolio returns private wealth management lean portfolio management compete with top wealth management firms high net worth wealth management financial manager strategic portfolio management stock portfolio tracker best wealth management services portfolio management system portfolio management services wealth platform wealth management advisor private wealth advisor best portfolio tracker assets under management assets under management example aum asset  diverse financial portfolio financial performance 60 40 portfolio historical performance investment performance reporting portfolio performance software total return portfolio benchmark portfolios tracking portfolio performance asset allocation returns historical measuring portfolio performance calculating portfolio performance performance attribution  equity performance attribution fixed income return attribution investment attribution analysis investment performance attribution return attribution analysis  portfolio performance reporting software portfolio attribution software portfolio attribution analysis software investment performance tracking software portfolio performance analysis software virtual investment portfolio investment portfolio services ideal financial portfolio healthy investment portfolio  investment portfolio advisor creating a financial portfolio best balanced investment portfolio online investment portfolio tracker building your investment portfolio investment and portfolio analysis wealth management portfolio example performance attribution analysis   Financial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors Retirement planning services Estate planning solutions Tax planning strategies Portfolio management services High-net-worth wealth management Financial planning consultants Wealth management companies Investment planning Retirement investment strategies Estate and trust services Wealth management experts Financial advisory services Investment management firms Wealth management professionals Financial planning solutions Retirement income planning Wealth management consulting esg managers esg environmental sustainability governance best environmental investment fundsFinancial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors Retirement planning services Estate planning solutions Tax planning strategies Portfolio management services High-net-worth wealth management Financial planning consultants Wealth management companies Investment planning Retirement investment strategies Estate and trust services Wealth management experts Financial advisory services Investment management firms Wealth management professionals Financial planning solutions Retirement income planning Wealth management consulting Wealth management plans   Asset management strategies   Diversified investments   Investment management   Wealth management solutions   portfolio analysis tools portfolio performance  portfolio risk financial risk risk management tools financial risk management financial risk management governance risk and compliance  risk management system risk management solutions risk mitigation investment risk low risk high return investment low risk investment options high risk investments high risk investment portfolio high risk high return stocks investment risk tolerance safest investment funds key risks associated with investing in stocks Diverse investment Best diversified portfolio Diverse stock portfolio Creating a diversified portfolio investment risk financial risk esg risk management risk mitigation strategies risk management strategies low risk mutual funds risk management applications  risk management software financial risk management  finance and risk management market risk management in banks financial risk mitigation strategies  financial risk mitigation strategies What is Risk Management? fintech risk management risk management assessment  quantitative risk management high yield investments with low risk investment types by risk  financial risk analysis risk monitoring and control  risk analysis and management types of risk in portfolio management types of financial risk management types of risk in financial market   wealth management applications wealth management software for advisors wealth advisor software cloud based wealth management software financial presentation financial planning presentation financial advisor presentation financial reporting and analysis financial reporting software investment reporting monthly investment reporting private equity fund reporting investment performance reporting portfolio historical performance average return on managed portfolio asset allocation drives returns portfolio expected return and risk portfolio average return financial portfolio presentation investment reporting hedge fund report investment research report private equity fund reporting venture capital report annual investment report monthly investment report advantages of separately managed accounts self managed accounts sma private equity trust wealth management esg managers esg environmental sustainability governance best environmental investment fundsFinancial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors Retirement planning services Estate planning solutions Tax planning strategies Portfolio management services High-net-worth wealth management Financial planning consultants Wealth management companies Investment planning Retirement investment strategies Estate and trust services Wealth management experts Financial advisory services Investment management firms Wealth management professionals Financial planning solutions Retirement income planning Wealth management consulting Wealth management plans   Asset management strategies   Diversified investments   Investment management   Wealth management solutions   portfolio analysis tools portfolio performance

Trust Wealth Management

Rooted in the need to provide more detailed performance reports at various levels, Trust Officers are increasingly tasked with creating more personalized, detailed reports that dig deeper into client portfolios. The implementation of more robust reporting is also allowing community banks to compete on an equal playing field with national financial institutions by showcasing the value they bring through customized statements.

Meaningful Engagement Builds Strong Client Relationships

According to 2019 Global Wealth Management Research Report, “Clients are identifying specific providers to fill certain needs, resulting in an increased number of financial provider relationships.” Five different relationships on average says the report. Community banks are competing every day to keep their clients engaged. In-depth reporting, personalized and comprehensive builds confidence and conveys a commitment to transparency.

Read more on how Zephyr will foster better client relationships here.

multi family office wealth management fidelity private wealth management charles schwab wealth management jp morgan chase wealth management private wealth advisor jp morgan wealth wealth platform orion wealth management td wealth management merrill lynch private wealth management wells fargo wealth management jp morgan wealth management private wealth management wealth management companies financial managerPortfolio allocation by age financial funding proposal template alternative investment funds       green energy etf     equity portfolio     hedge fund analytics       alternative investments      wealth management software     portfolio analytics          real estate investment analysis        commodities analytics         managed futures       clean energy stocks          alternative investment market            best alternative investments financial portfolio analytics financial portfolio optimization     liquid alternatives   alternative funds        alternative investment strategies      real estate portfolio analysis     equity portfolio management         renewable energy mutual funds        real estate investment risk analysis tax efficient portfolio construction economic proposal template investment portfolio proposal template technical and financial proposal for consultancy template finance project proposal example  modern portfolio construction generating financial proposal custom investment management proposal   Durable portfolio construction  constructing optimal portfolio financial proposal format portfolio constructor constructing the portfolio Durable portfolio construction  constructing optimal portfolio investment proposal generator financial planning proposal template Proposal generation financial proposal sample multi asset portfolio construction hedge fund portfolio construction equity portfolio construction proposal generator tool mutual fund portfolio construction portfolio construction model financial advisor proposal template asset allocation portfolio construction esg portfolio construction durable portfolio construction financial investment proposal modern portfolio construction investment proposal generation software   index fund portfolio construction    age based asset allocation         asset allocation examples      asset allocation in retirement  discretionary investment management services portfolio returns diverse financial portfolio financial performance 60 40 portfolio historical performance investment performance reporting portfolio performance software total return portfolio benchmark portfolios tracking portfolio performance asset allocation returns historical measuring portfolio performance calculating portfolio performance   portfolio performance reporting software portfolio attribution software portfolio attribution analysis software investment performance tracking software portfolio performance analysis software virtual investment portfolio investment portfolio services ideal financial portfolio healthy investment portfolio  investment portfolio advisor creating a financial portfolio best balanced investment portfolio online investment portfolio tracker building your investment portfolio investment and portfolio analysis wealth management portfolio example Zephyr Investor Relationship Management Software Financial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors Retirement planning services Estate planning solutions Tax planning strategies Portfolio management services High-net-worth wealth management Financial planning consultants Wealth management companies Investment planning Retirement investment strategies Estate and trust services Wealth management experts Financial advisory services Investment management firms Wealth management professionals Financial planning solutions Retirement income planning Wealth management consulting esg managers esg environmental sustainability governance best environmental investment fundsFinancial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors Retirement planning services Estate planning solutions Tax planning strategies Portfolio management services High-net-worth wealth management Financial planning consultants Wealth management companies Investment planning Retirement investment strategies Estate and trust services Wealth management experts Financial advisory services Investment management firms Wealth management professionals Financial planning solutions Retirement income planning Wealth management consulting Wealth management plans   Asset management strategies   Diversified investments   Investment management   Wealth management solutions   portfolio analysis tools portfolio performance discretionary investment management services portfolio returns private wealth management lean portfolio management compete with top wealth management firms high net worth wealth management financial manager strategic portfolio management stock portfolio tracker best wealth management services portfolio management system portfolio management services wealth platform wealth management advisor private wealth advisor best portfolio tracker assets under management assets under management example aum asset  diverse financial portfolio financial performance 60 40 portfolio historical performance investment performance reporting portfolio performance software total return portfolio benchmark portfolios tracking portfolio performance asset allocation returns historical measuring portfolio performance calculating portfolio performance performance attribution  equity performance attribution fixed income return attribution investment attribution analysis investment performance attribution return attribution analysis  portfolio performance reporting software portfolio attribution software portfolio attribution analysis software investment performance tracking software portfolio performance analysis software virtual investment portfolio investment portfolio services ideal financial portfolio healthy investment portfolio  investment portfolio advisor creating a financial portfolio best balanced investment portfolio online investment portfolio tracker building your investment portfolio investment and portfolio analysis wealth management portfolio example performance attribution analysis   Financial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors Retirement planning services Estate planning solutions Tax planning strategies Portfolio management services High-net-worth wealth management Financial planning consultants Wealth management companies Investment planning Retirement investment strategies Estate and trust services Wealth management experts Financial advisory services Investment management firms Wealth management professionals Financial planning solutions Retirement income planning Wealth management consulting esg managers esg environmental sustainability governance best environmental investment fundsFinancial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors Retirement planning services Estate planning solutions Tax planning strategies Portfolio management services High-net-worth wealth management Financial planning consultants Wealth management companies Investment planning Retirement investment strategies Estate and trust services Wealth management experts Financial advisory services Investment management firms Wealth management professionals Financial planning solutions Retirement income planning Wealth management consulting Wealth management plans   Asset management strategies   Diversified investments   Investment management   Wealth management solutions   portfolio analysis tools portfolio performance  portfolio risk financial risk risk management tools financial risk management financial risk management governance risk and compliance  risk management system risk management solutions risk mitigation investment risk low risk high return investment low risk investment options high risk investments high risk investment portfolio high risk high return stocks investment risk tolerance safest investment funds key risks associated with investing in stocks Diverse investment Best diversified portfolio Diverse stock portfolio Creating a diversified portfolio investment risk financial risk esg risk management risk mitigation strategies risk management strategies low risk mutual funds risk management applications  risk management software financial risk management  finance and risk management market risk management in banks financial risk mitigation strategies  financial risk mitigation strategies What is Risk Management? fintech risk management risk management assessment  quantitative risk management high yield investments with low risk investment types by risk  financial risk analysis risk monitoring and control  risk analysis and management types of risk in portfolio management types of financial risk management types of risk in financial market   wealth management applications wealth management software for advisors wealth advisor software cloud based wealth management software financial presentation financial planning presentation financial advisor presentation financial reporting and analysis financial reporting software investment reporting monthly investment reporting private equity fund reporting investment performance reporting portfolio historical performance average return on managed portfolio asset allocation drives returns portfolio expected return and risk portfolio average return financial portfolio presentation investment reporting hedge fund report investment research report private equity fund reporting venture capital report annual investment report monthly investment report advantages of separately managed accounts self managed accounts sma private equity Trust Bank Reporting esg managers esg environmental sustainability governance best environmental investment fundsFinancial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors Retirement planning services Estate planning solutions Tax planning strategies Portfolio management services High-net-worth wealth management Financial planning consultants Wealth management companies Investment planning Retirement investment strategies Estate and trust services Wealth management experts Financial advisory services Investment management firms Wealth management professionals Financial planning solutions Retirement income planning Wealth management consulting Wealth management plans   Asset management strategies   Diversified investments   Investment management   Wealth management solutions   portfolio analysis tools portfolio performance