The speed at which you connect with your clients has never been more important. Zephyr provides the most balanced and efficient workflow for investment professionals on the market today.
Our web-based solution is the top choice for financial advisors who value the competitive edge Zephyr has to offer. With access to timely information, exclusive research and comprehensive data, Zephyr’s suite of tools keeps their clients engaged and informed. In addition to consistently demonstrating our users’ ability to execute quickly and efficiently on client questions and needs, investment professionals that use Zephyr feel more confident in constructing portfolios and identifying asset allocation models to realize their client’s goals.
A user-friendly interface and essential tools for growth are the most commonly cited reasons investment professionals give for choosing Zephyr. The Zephyr team is committed to ensuring their customers possess all the necessary resources that reinforce their connection with investors, demonstrating their ability to exceed their client’s expectations every time they connect.