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The speed at which you connect with your clients has never been more important. Zephyr offers a balanced and efficient workflow for investment professionals.

Award-winning technology for advisors, wealth managers, financial analysts and investment professionals.
"I use Zephyr for asset allocation modeling, manager comparisons and manager assessments. It offers better manager tracking than other applications I’ve used."

Portfolio Performance
Performance measurement and benchmarking tool for wealth managers, trust officers, institutional and private wealth advisors designed to quickly and efficiently analyze client portfolio performance, as well as review and research allocation and attribution.

Proposal Generation
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.
For nearly four decades, investment professionals have relied on PSN for detailed quantitative and qualitative data on Separately Managed Accounts including access to over 20,000 domestic and global investment products and over 285 predefined PSN published universes.

Manager Research 
Screen thousands of investment portfolio products with powerful sorting, filtering and statistical tools.

Manager Analysis
Track and compare multiple investment products and run Returns Based Style Analysis using 200+ key statistics.

ESG Analysis 
Research, screen, report & monitor Mutual Funds, ETFs, SMAs & Equities on numerous ESG metric ratings, scores, percentiles & rankings.

Asset Allocation 
Build portfolios using classic mean variance optimization or our sophisticated Black-Litterman optimization module.

Estimate the probability of meeting future wealth goals using the Monte Carlo simulation module.

Client Reporting 
Streamline the reporting process to speed up asset acquisition.

Portfolio DNA 
Quickly and easily evaluate a portfolios composition including asset allocation, equity and fixed income characteristics, sector and regional weightings, top ten holdings and country exposure.

Presentation Center 
Create interesting graphs to display a client’s current portfolio, and brand pages with your logo and footnotes.

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