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The Future of Performance Reporting is Here. Where are you?

With Zephyr Performance Measurement you can:

  • Lead Consistently: Outline your Corporate/Strategic Governance
  • Demonstrate Respect for all Stakeholders: Create personalized communication
  • Ensure Product Quality is Visible: Detailed analysis of accounts, proven across months and years of Performance
  • Showcase Financial Integrity: Integrate data-driven intelligence that consistently communicates transparency
  • Wrap Your Brand around Compliance: Clearly articulate your promise of accountability and high standards.
  • Measure Trust: Build ongoing networks that inspire feedback
Zephyr's award-winning investment management software takes performance to an all new level.

Customize Reports
Reports customized to the way you work with your client - from quick, easy to read - to complex and detailed reports.

Zephyr’s Portfolio Performance provides over 1000 market indices from most major providers including S&P, Russell, Ice, Bloomberg, Lipper, HFRI and others.

Zephyr integrates with all trust, accounting and custodial systems and can accommodate single sign-on use. Integration with Zephyr Portfolio Analytics gives you a significant edge on evaluating portfolios, demonstrating your unique value and growing your business.

Digital Access
Easy to use interface to customize views and content. View reports online anytime, and share with clients.

Data Quality and Accuracy
Zephyr’s experienced data management team cleanses data and audits it for accuracy. Corporate actions are reviewed and calculated as part of this process.

Blended Benchmark Calculations
Calculate weighted blends based upon actual allocation that change dynamically with the most recent allocation. Benchmark comparison can be done at the Total Portfolio level, the Asset Class level, or any customized classification level (e.g., style, sector etc.)

Fully Customized Access Control
Entitlements based on your firm’s needs. Customize access for each user to allow or restrict benchmark modification, account access and composite creation.

Data Integration
Performance Data and Reports can be integrated with 3rd party system for access throughout your workflow.
We would be honored to learn more about your investment management needs. Please fill out the form below and we will contact you.
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