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Schedule a demo of the new Performance Measurement capabilities on the Zephyr platform today, covering your data and your reports. If the new platform suits your workflow, there are no additional costs for switching.
Your priority is retaining and growing client relationships. We know staying focused on client performance and communication in an ever-changing, noisy market and regulatory environment is a challenge.
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Trend Graphs
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Consolidated Account Display
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Multiple Column Selection
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Let us introduce you to Zephyr’s new Performance Measurement capabilities that will help you effectively and efficiently navigate your clients’ different relationship stages with:
- A NEW user experience compatible with all browsers and accessible from your computer or tablet.
- Flexible, yet granular portfolio analysis that helps you choose investments that best align with your clients’ risk and return goals.
- Personalized performance reporting that best aligns performance, your decision-making process, firm standards, and your client relationships.
- Include more than three performance columns.
- Dynamic group assignments that allow you to automatically assign new accounts to a group.
- New Book of Business features that integrate with Performance Measurement support.
- Easy navigation between accounts that are assigned to clients/groups.
- A consolidated account display that will enable you to review returns for consolidated accounts and drill down into individual account returns and time frames.
Schedule your custom demo on the new Zephyr platform today.
