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PORTFOLIO PERFORMANCE
How engaged your client is with you might just depend on how well you tell your story. Zephyr Portfolio Performance provides multiple reporting levels and extensive benchmark capabilities, along with the power to create custom, branded reports easily using drag and drop technology. Reboot your engagement strategy in 2022. Tell a more powerful narrative, building confidence and brand equity for you and your business.
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.
Reporting on Demand
Timely and accurate information when you need it. Clients deserve information quickly in presentation and report form.
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.)
Zephyr is a digital financial services solution for investment professionals, trust officers, wealth managers, and financial advisors. The platform's suite of tools delivers comprehensive research, asset allocation modeling, manager screening, portfolio analytics, custom reports and more.
Portfolio Performance, part of a suite of tools within the Zephyr financial services platform, is a performance measurement and benchmarking tool for wealth managers, trust officers, institutional and private wealth advisors. As a powerful resource for high quality data, verified for accuracy, Zephyr's Portfolio Performance is uniquely designed to quickly and efficiently analyze client portfolio performance, as well as review and research allocation and attribution.
Data Integration
Performance Data and Reports can be integrated with 3rd party system for access throughout your workflow. Your clients can save time by opting for PDF streaming that securely sends an encrypted file of all PDFs to one location automated and on their schedule.
Digital Access
Easy to use interface to customize views and content. View reports online anytime, and share with clients.
Benchmarks
Zephyr's Portfolio Performance provides over 1000 market indices from most major providers including S&P, Russell, Ice, Bloomberg, Lipper, HFRI and others.
Subscriber’s Online Report Library
Portfolio Performance is also linked with Zephyr's comprehensive Report Library, securely storing reports and proposals for on demand reference or compliance review.
Customize Reports
Reports customized to the way you work with your client - from quick, easy to read - to complex and detailed reports.
Full Integration
Zephyr fully integrates with all data applications and can accommodate single sign-on use. Integration with Zephyr Portfolio Analytics giving you a significant edge on evaluating portfolios, demonstrating your unique value and growing your business
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