Inside Zephyr's Financial Services Platform
Zephyr is a financial services solution and data provider giving investment professionals the tools to plan, invest, monitor, and grow, enabling better service and client engagement to achieve their client’s financial and personal goals.
Zephyr, a recognized leader in financial services software, has been selected as winner of the “Best Overall Analytics Platform” for 2024 in the 8th annual FinTech Breakthrough Awards program. Zephyr was also named “Best Financial Data and Research Company” in 2022 and “Best Retail Investment Platform” in 2023. Learn more here.
As a financial services software, Zephyr is used for optimizing portfolios, identifying risk tolerance, calculating and evaluating portfolio performance, strategic asset allocation, proposal generation, portfolio analytics, market research and trust management. Zephyr is also credited as an investor relationship management software because of its ability to create highly personalized proposals, custom reports and fact sheets.
Zephyr offers its users with a suite of best-in-class investment management tools to aid in providing better, more customized financial service to clients:
Custom presentations and reporting
Risk Management
Proposal Generation
Asset Allocation
Portfolio Performance
Access to PSN SMA Data
Manager Screening
ESG Analysis
