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Why Zephyr?
We'll let our clients tell you.

Zephyr was easy to learn and allowed me to create the required reports and analysis very quickly.  

I had no trouble building 30-40 report templates that cover all compliance needs.

I use Zephyr for asset allocation modeling, manager comparisons and manager assessments. It offers better manager tracking than other applications I’ve used.

I used Zephyr in the past at previous firms. When I decided to launch my own company, it was the platform I felt offered me everything I needed.

Zephyr allows me to take deep dives into client portfolios in order to analyze how they might be improved.
Zephyr’s style analysis is exceptional.

I like that Zephyr is cloud-based and allows me to access it anywhere.

Zephyr allows us to create and generate custom reports in minutes. Prior to that, they would take hours.

Ease and speed of creating reports for our sales team is the top reason we chose Zephyr

Zephyr’s functionality and price offered the most favorable ROI for our firm.

Customization of reports is the key reason we chose Zephyr.

The Zephyr platform incorporates capabilities from both Style Advisor and PSN in a more modern and user-friendly interface.  It’s the best of both worlds – and more.  
Zephyr provides integration options to streamline workflow and improve efficiencies across the investment continuum. 

Client reporting is where Zephyr stands out above the rest.  The Presentation Center reports provide options to standardize or customize.  Our advisors can create and modify templates - which saves time and improves productivity.

Zephyr offers the ability to create teams to share data, reports, custom data, portfolios, etc. This improves efficiencies.  Team members do not have to re-invent the wheel each time. 
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