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Zephyr's StyleADVISOR is the investment industry's most comprehensive performance analysis software. When introduced in 1992, the program was the first commercially available software to implement returns-based style analysis.
AllocationADVISOR is Zephyr's comprehensive asset allocation, optimization, and portfolio simulation software. AllocationADVISOR is included with all StyleADVISOR software licenses, but can be purchased on a standalone basis as well.
Zephyr OnDEMAND (ZOD) is a cutting-edge, web-based reporting tool designed to work in complement with Zephyr's industry-leading StyleADVISOR desktop software.
The Zephyr AutomationPACKAGE (ZAP) is a companion to StyleADVISOR designed to simplify the process of generating large numbers of reports. ZAP is key to automatic report production using your StyleADVISOR workbooks.
Zephyr Web Services is the only program that can do style and performance analysis via the web. We have designed this program so Zephyr analytics can be integrated with any Internet or intranet site.
The PSN money manager database is an independent supplier of comprehensive separate account data. PSN provides the ability to analyze mutual funds, ETFs, equities, closed-end funds, hedge funds, and proprietary data. PSN Enterprise gives you the flexibility in functionality and content to perform manager due diligence and competitive analysis with over 2,000 money managers and 20,000 products. With the power to measure performance, review in-depth qualitative information, conduct detailed statistical analysis and assess risk, PSN delivers – while creating professional, customized output - all in one application.
StyleADVISOR comes with over 50,000 indices and Zephyr’s Separately Managed Account (SMA) database. However, if your needs go beyond the standard data package, Zephyr offers many additional databases available for purchase from the leading data firms in the investment industry. See the complete list below.