Gain a better understanding of your asset and wealth management software

6/3/2025 (10am CT)

Learn to create customized reports and presentations using Page Designer, craft compelling data narratives, and implement efficient workflows through Presentation Center templates and Batch Reporting automation.

6/10/2025 (10am CT)

Learn how to compare current and proposed portfolios side-by-side, create persuasive custom presentations highlighting portfolio differences, and incorporate ESG analytics to enhance client proposals with sustainability insights.

6/17/2025 (10am CT)

Learn about Zephyr's comprehensive performance analytics suite, covering everything from Asset Analysis tools for performance measurement and manager selection to sophisticated wealth management capabilities including asset allocation modeling, Monte Carlo simulations, and portfolio optimization strategies designed to enhance investment decision-making and client solutions.

6/24/2025 (10am CT)

Learn essential skills for working with custom client data, including uploading private return streams, building client portfolios, developing custom peer groups, implementing asset class filtering, and creating sophisticated reports that incorporate qualitative data through Zephyr's Screening capabilities.

7/29/2025 (10am CT) – next Statistics Session

Learn about essential statistics available in the Zephyr Platform and receive guidance on effectively incorporating these statistical tools into your workflow.

6/9/2025 (1pm CT)

Equips current StyleADVISOR and AllocationADVISOR users with essential skills for transitioning to the Zephyr platform, including data importing, custom universe creation, and report building techniques, concluding with a dedicated Q&A segment to ensure a seamless migration experience.

6/11/2025 (1:00-1:45 CT)

Learn how to navigate the platform efficiently, access critical account and performance metrics (including returns, allocations, benchmarks, and risk analytics), and create customized templates for your specific needs.

6/25/2025 (1:00-1:45 CT)

Learn how to create customized client reports and use the Management Reports tool for comprehensive multi-account analysis with flexible filtering, benchmark comparisons, and organizational code-based reporting capabilities.

7/30/2025 (1:00-1:45 CT)

Learn how Portfolio Attribution enables comprehensive evaluation of equity performance through holdings-based analysis, revealing how both asset allocation decisions and security selection contribute to overall portfolio or fund performance relative to benchmarks.