PORTFOLIO PROPOSAL

Propose and Repropose Effortlessly

PORTFOLIO PROPOSAL

Create customized portfolio proposals for prospects & existing clients
Create households & accounts; view current vs proposed portfolios; generate customized proposal reports.Portfolio Proposal Module includes:

Creating Clients/Households

Add accounts & account holdings to clients/households

View current vs proposed allocations

Construct customized proposed portfolios

Generate customized client/household portfolio proposals

Portfolio Proposals to compliment a full suite of analytics and reporting tools
Coupled with Zephyr"s trendsetting Presentation Center, you can include the full suite of Zephyr analytics, portfolio DNA, ESG and reporting tools to:Create fully customized portfolio proposals
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. Combine the new Zephyr ESG analysis with our powerful analytics to build a complete investment portfolio proposal story.PORTFOLIO DNA
Examine your client"s portfolio DNAZephyr"s Portfolio DNA allows you to quickly & easily evaluate the overall composition of the mutual funds, ETFs, SMAs and/or model portfolios that make up your client"s investment portfolio, with a clear lens.Analysis includes:

Asset Allocation

Equity Characteristics, and Sector & Regional Weightings

Fixed Income Characteristics, and Sector, Regional, Quality & Maturity Weightings

Top Ten Holdings

Country ExposuresA full suite of analytics and reporting tools
Coupled with Zephyr"s trendsetting Presentation Center, you can include the full suite of Zephyr analytics and reporting tools to:Create fully customized pages & reports or choose from our robust pre-defined analysis.Provide your clients with a comprehensive, yet easy to interpret report, that uncovers their portfolio risks and exposures.Combine the new Zephyr Portfolio DNA analysis with our powerful analytics to build a complete investment portfolio story.

Create fully customized portfolio proposals and comprehensive reports that convey your value add by comparing current portfolios to proposed portfolios, utilizing Zephyr's trendsetting Presentation Center and Portfolio DNA analysis.

Do you use portfolio proposal software to create customized proposals for prospects and existing clients?

Yes
No
Sometimes
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