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.