Technology to build stronger relationships
Wealth Management Software
It’s All About Strategy, Not Transactions.
Zephyr’s asset and wealth management software is designed to help you build wealth on behalf of your clients and create exceptional investor relationship experiences. You typically have a team of advisors, each bringing value to multiple interests. With Zephyr, you get leading investment research and portfolio analysis all within a single, unified wealth management platform.
Your clients expect white-glove service and nuanced understanding of their complex financial lives. Zephyr helps you exceed these expectations with tools specifically designed for the wealth management professional who goes beyond investment advice.
The Complete Solution for Your High-Net-Worth Clients
Why Zephyr Works for Wealth Managers:
- Holistic Portfolio Visualization — Present comprehensive financial pictures that incorporate estate planning, tax optimization, and philanthropic strategies in one elegant and easy to use interface.
- Multi-Generational Planning Tools — Model wealth transfer scenarios with intuitive visuals that help clients understand long-term family legacy impacts.
- Custom Reporting Suite — Create branded, highly personalized reports that reflect the premium service your clients expect.
- Risk Analysis Beyond the Basics — Demonstrate sophisticated risk management strategies that protect assets while pursuing growth.
Engaging Your Clients is Proving to Be Crucial
