Technology to build stronger relationships
Wealth Management Software
It’s All About Strategy, Not Transactions.
Zephyr’s wealth management software is designed to help you build wealth 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.
We have everything you need to deliver a superior wealth management experience to your clients with our toolkit at your disposal, ranging from portfolio analytics and portfolio proposal, to our award-winning custom presentation software and more.
Engaging Your Clients is Proving to Be Crucial
Zephyr, in collaboration with WealthManagement.com, conducted a survey to explore the implementation of technology in the financial sector. Respondents were asked to identify the top two aspects of financial technology expected to play the most significant roles over the next two years. The results highlighted that investor engagement is overwhelmingly the most crucial focus for firm managers.
Customization to Enhance the Client Experience (51%)
Personalization of the Client Experience at Scale (40%)
