Whether you are a financial advisor, analyst, or product provider, Zephyr is your key to client retention and asset accumulation. Robust investment analysis capabilities, custom portfolio analytics tools, and insightful visuals help guide your thinking and showcase your know-how.

Achieve your clients’ wealth goals and build trust in your decision-making. The latest web-based Zephyr is loaded with important features to drive business growth.

• Proposal Generation - Provide your clients with a comprehensive, yet easy to interpret proposal, that conveys your value add when comparing a current portfolio to your proposed portfolio.
• Manager Research - screen thousands of investment portfolio products with powerful sorting, filtering and statistical tools.
• Manager analysis - track and compare multiple investment products and run Returns Based Style Analysis using 200+ key statistics.
• ESG Analysis - Research, screen, report & monitor Mutual Funds, ETFs, SMAs & Equities on numerous ESG metric ratings, scores, percentiles & rankings.
• Asset Allocation - build portfolios using classic mean variance optimization or our sophisticated Black-Litterman optimization module.
• Modelling - estimate the probability of meeting future wealth goals using the Monte Carlo simulation module.
• Client reporting - streamline the reporting process to speed up asset acquisition.
• Portfolio DNA - quickly and easily evaluate a portfolios composition including asset allocation, equity and fixed income characteristics, sector and regional weightings, top ten holdings and country exposure.
• Presentations - Create interesting graphs to display a client’s current portfolio, and brand pages with your logo and footnotes.
• The Zephyr Analytics API improves user experience and coverage for your internal and external applications. The API is sourced from industry-leading portfolio analysis and reporting application Zephyr StyleADVISOR and robust separate account research application PSN Enterprise.