Portfolio Analytics, Manager Research, Custom Reports and More
Numbers Speak Louder Than Words.
Increase Productivity with Research and Screening
Zephyr provides a powerful screening component to research thousands of investment portfolio products. Powerful sorting, filtering and statistical tools make it easier to identify the right strategies and products to match your clients' financial goals. Compare multiple investment products to benchmarks and peers using 200+ key statistics, hundreds of qualitative fields and ESG criteria.
Hyper-Personalized Engagement
Create custom, professional presentations and reports or choose from our extensive library of over 100 templates with an easy drag-and-drop module. Enhance the advisor-investor relationship by validating your success relative to 46,000 benchmarks communicating through customized, branded reports assembled in minutes. Apply custom questionnaires for risk assessments.
Examine Your Client’s Portfolio DNA
Zephyr’s Portfolio Analytics allows you to quickly and 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.
Portfolio Analysis includes:
In Depth Exposure Analysis
Equity Characteristics, and Sector and Regional Weightings
Fixed Income Characteristics, and Sector, Regional, Quality and Maturity Weightings
Holdings Exposure
Region and Country exposure
Portfolio Management Software for Advisors
Create research dashboards to keep track of how your investments are performing. Analyze individual investments or entire portfolios using key performance and risk metrics.
Easily analyze portfolios that meet client return/risk profiles
Analyze meeting client financial planning goals and expectations
Evaluate your client's equity performance or an equity fund's performance, using holdings-based analysis. Uncover the impact of Asset Allocation and Security Selection relative to a benchmark.
Owl Analytics offers the largest ESG data set in the industry, gathered from corporate disclosures and filings, news sources, NGOs, research firms, and more.
Incorporates numerous viewpoints on corporate sustainability and responsibility from standards organizations, NGOs, and other industry leaders.
Statistically optimizes multiple perspectives to create a balanced ESG consensus for every company scored.
Rates companies based on the broadest set of industry ESG issues, providing a more complete ESG picture of every company scored.
View a full Zephyr Multi Lense Portfolio Analysis Report Below
Provide Your Clients with a Holistic, Proactive View of Risk and Return
Using Zephyr’s tools, wealth managers can track risk metrics over time to show clients how their portfolio risk evolves with market shifts, economic events, or asset allocation changes. This ongoing insight builds trust by demonstrating proactive risk management. By linking returns to risk, advisors can also offer a more comprehensive view of performance—helping clients assess whether outcomes align with their risk tolerance and financial goals.
Are you ready to revolutionize how you connect with clients? Zephyr's cutting-edge risk management platform doesn't just provide data—it delivers the actionable insights that drive meaningful financial outcomes for your clients.
StatFACTS: Beyond Numbers to Knowledge
StatFACTS isn't just another analytics tool—it's your strategic advantage. This robust risk management system transforms complex metrics into clear decision pathways, empowering you to:
Visualize performance trends that others might miss
Anticipate market shifts before they impact portfolios
Preserve capital during volatile periods
Communicate complex concepts in client-friendly terms
The Foundation of Lasting Client Relationships
What separates growing practices from stagnant ones? Client engagement built on understanding. Zephyr's sophisticated risk assessment capabilities help you:
Capture nuanced risk preferences beyond basic questionnaires
Match clients to model portfolios with precision alignment
Demonstrate your value through personalized risk insights
Build trust through data-driven conversations
By leveraging these powerful tools, you create something invaluable: clients who feel genuinely understood and supported through every market cycle—the cornerstone of practice growth and client retention.
