Use Zephyr to Monitor Your Clients Digital Assets and Other Alternatives
The integration of blockchain-based assets into traditional investment portfolios represents not merely a technological shift, but a fundamental evolution in how we conceptualize value and risk.
As digital scarcity meets institutional capital, cryptocurrencies and tokenized assets are transforming from speculative outliers to strategic portfolio components—offering both diversification benefits and exposure to the infrastructure of tomorrow's financial ecosystem.
Zephyr's Powerful Portfolio Analytics Capabilities
The question for forward-thinking investors is no longer whether to allocate to this emerging asset class, but how to incorporate it into a balanced investment strategy that bridges both the traditional and decentralized financial worlds.
Data-Driven Decision Making to Impress Your Clients Every Time
Financial advisors face a constant challenge: demonstrating clear value while managing complex portfolios in an increasingly competitive landscape. Enter Zephyr—your secret weapon for elevating client service & boosting practice efficiency.
Quickly & Easily Enhance Your Client Presentations
Transform your next client meeting with powerful, visually compelling analytics that tell the complete investment story:
- Create professional, branded proposals that showcase your unique investment process
- Visualize complex performance metrics that clients can actually understand
- Compare current portfolios against alternatives with side-by-side analysis
- Access 46,000+ benchmarks & 1000+ market indices for comprehensive performance context
Winning More Business Through Superior Analytics
Stand out from the competition with sophisticated yet accessible insights:
- Demonstrate your value through customized reports featuring 200+ statistics & graphs
- Simplify complex investment concepts with visual analytics clients appreciate
- Strengthening client trust by clearly explaining risk metrics & performance attribution
- Streamline your workflow with seamless integration into your existing tech stack
Boost Your Practice Efficiency
Work smarter, not harder, with tools designed specifically for advisor success:
- Conduct thorough manager due diligence in minutes, not hours
- Build, test & monitor model portfolios aligned with specific client goals
- Generate compliance documentation that supports regulatory requirements
- Integrate with your CRM, planning tools & custodial platforms for a unified workflow
Join Thousands of Successful Advisors
With over 25 years serving financial professionals, Zephyr delivers the perfect balance of technical sophistication & practical application, helping you retain clients longer, win more business & scale your practice efficiently.
Ready to transform your client relationships with data-driven insights? Discover how Zephyr can become your competitive advantage in today's challenging market.
Zephyr for Digital Assets FAQ
How can you analyze cryptocurrency performance with Zephyr?
Zephyr Financial Solutions provides a comprehensive analytics platform that extends beyond traditional assets to include alternative investments like cryptocurrencies. Key features include:
- Performance Attribution: Analyze the factors contributing to cryptocurrency returns
- Risk Analysis: Evaluate volatility and risk metrics for crypto assets
- Style Analysis: Understand how cryptocurrencies fit within broader investment strategies
- Peer Group Analysis: Compare performance against similar crypto assets
- Factor Analysis: Identify market factors influencing crypto performance
- Correlation Analysis: Determine how cryptocurrencies correlate with other assets
Can you measure alternative portfolio risk using Zephyr?
Zephyr's tools help financial professionals make data-driven decisions about cryptocurrency investments within the context of broader portfolio management strategies.
- Risk Assessment: Evaluate risk exposures across various cryptocurrency assets
- Portfolio Optimization: Incorporate cryptocurrencies into broader investment portfolios
- Cost Management: Evaluate costs associated with different cryptocurrency investments
- Custom Reporting: Generate personalized reports on cryptocurrency performance
- Monte Carlo Simulation: Model potential outcomes for cryptocurrency investments
Zephyr also offers it's users with:
- Asset Allocation: Make more informed decisions about cryptocurrency weightings in portfolios
- Scenario Analysis: Model how correlations might change under different market conditions
Can Zephyr analyze cryptocurrency correlations?
Zephyr provides robust capabilities for analyzing cryptocurrency correlations. This is one of the platform's key strengths for crypto asset analysis.
- Cross-Asset Correlation: Analyze how cryptocurrencies correlate with traditional assets (stocks, bonds, commodities) to identify diversification opportunities
- Intra-Crypto Correlation: Measure correlations between different cryptocurrencies to understand market dynamics
- Historical Correlation Patterns: Track how correlations change over time to identify trends and shifts in market behavior
- Visualization Tools: Access correlation matrices and heatmaps to visually represent relationships between assets