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TECHNOLOGY PROVIDERS Portfolio Analytics
ZEPHYR
Portfolio Insight(ers) Powerful Perspective
An enhanced initiative that builds out the Zephyr platform's ability to understand the whole book of business within a firm - Portfolio Intelligence and Insights and Total Portfolio Attribution. Allow clients to get a more detailed picture of performance beyond the typical client level report on each portfolio.
Zephyr’s award-winning investment management platform includes portfolio analytics, asset allocation, investment manager research, proposal generation, attribution analysis and more. Financial Advisors and Wealth Managers use the financial technology software to optimize portfolios, identify risk tolerance and compliance, evaluate portfolio performance, create asset allocation strategies, proposal generation models and trust management performance reports. Zephyr is also credited as an investor relationship management tool because of its ability to create highly personalized proposals, custom reports, and fact sheets.
ZephyrFinancialSolutions.com
227 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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