Zephyr's asset and wealth management software is equipped with all the tools necessary to enhance client engagement. As an asset and wealth management software, Zephyr is used for optimizing portfolios, identifying risk tolerance, calculating and evaluating portfolio performance, strategic asset allocation, proposal generation, portfolio analytics, market research, trust management and more. Zephyr is also credited as an investor relationship management software because of its ability to create highly personalized proposals, reports and fact sheets.
Zephyr offers its users with a suite of best-in-class investment management tools to aid in providing your clients the best possible outcomes and long lasting relationships.
Custom presentations and reporting
Risk Management
Proposal Generation
Asset Allocation
Portfolio Performance
Access to PSN SMA Data
Manager Screening
ESG Analysis
And More
Zephyr is an asset and wealth management 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 has been recognized as a leader in the industry, earning accolades such as:
“Retail Investment Platform of the Year” (2026) – FinTech Breakthrough Awards
“Best Wealth Management Company” (2025)
“Best Financial Data and Research Company” (2022)
“Best Retail Investment Platform” (2023)
“Best Overall Analytics Platform” (2024)
Zephyr continues to set the standard for innovation and excellence in wealth management. Request a demo today!
