Congrats on your Top Gun award!

Let's help you share your success with Zephyr.

risk assessments, ensuring a tailored approach to each of your client’s unique needs.

Personalize Your Client Experience

Building long-term relationships depends on personalized communication built around your clients' goals.

Reports customized to the way you work with your client - from quick, easy to read - to complex and detailed reports.
Access over 1000 market indices from most major providers including S&P, Russell, Ice, Bloomberg, Lipper, HFRI and others.
Calculate weighted blends based on your actual allocation.
Benchmark comparison can be done at the Total Portfolio level, the asset class level or any classification level of your choosing (e.g., style, sector etc.)

Build Reports That Fit Your Brand

Zephyr's investment performance software seamlessly integrates into your everyday workflow, allowing you to demonstrate your unique value with access to hundreds of data points and on-demand reporting. It accommodates single sign-on and offers customized access depending on the user. Additionally, it can be integrated with all trust, accounting, and custodial systems, ensuring you have timely and accurate information whenever you need it.

With Zephyr's highly customizable presentation center, you can create more professional and personalized presentations and reports. Choose from our extensive library of over 100 templates using an easy drag-and-drop module. Enhance your validation by comparing against 46,000 benchmarks and communicate effectively through customized, branded reports that you can assemble in minutes. Additionally, apply custom questionnaires for precise

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