Testimonials
Brendon Schmitt, Manager of Operations, Forward Management
“No other program can even begin to compete with StyleAdvisor. I have used nearly every other competitive offering out there, and Zephyr is light-years ahead of the competition. The power, automation, and customizability of the program is unmatched. The level of support that I receive never ceases to impress. This is a fantastic product, backed by a very dynamic firm.”
Dana Elston, First Vice President - Investments, Wells Fargo Advisors, LLC (Rochester, NY)
“Zephyr’s StyleADVISOR is invaluable to me in analyzing a potential client’s or current client’s portfolio. The software makes it so easy draw a picture of what’s going on with an account or multiple accounts. The flexibility and level of service I receive with StyleADVISOR is far better than the other systems out there.”
Mathew Britt, Investment Analyst, Rehmann Financial
"Rehmann Financial has been using StyleAdvisor for a few years now and we are extremely impressed. The learning curve isn’t too steep for new or existing employees and the software offers exceptional data analysis. Regarding the system support staff at Zephyr Associates –first class! They have worked with us over the past few months to help us implement our proprietary scoring models into the software to make it fully automated! Inevitably, this saves us many tedious hours (dollars) every quarter!"