Inside Zephyr's Asset and Wealth Management Platform
Zephyr, a recognized leader in asset and wealth management software, has been selected as winner of the “Best Wealth Management Company” for 2025.in the 9th annual FinTech Breakthrough Awards program. Zephyr was also named “Best Financial Data and Research Company” in 2022, “Best Retail Investment Platform” in 2023 and “Best Overall Analytics Platform” for 2024. Learn more here.
Zephyr's asset and wealth management software is equipped with all the tools necessary to enhance client engagement. As an asset and wealth management software, Zephyr is used for optimizing portfolios, identifying risk tolerance, calculating and evaluating portfolio performance, strategic asset allocation, proposal generation, portfolio analytics, market research and trust management. Zephyr is also credited as an investor relationship management software because of its ability to create highly personalized proposals, reports and fact sheets.
Zephyr offers its users with a suite of best-in-class investment management tools to aid in providing your clients the best possible outcomes.
Custom presentations and reporting
Risk Management
Proposal Generation
Asset Allocation
Portfolio Performance
Access to PSN SMA Data
Manager Screening
ESG Analysis
Zephyr is an asset and wealth management solution and data provider giving investment professionals the tools to plan, invest, monitor, and grow, enabling better service and client engagement to achieve their client’s financial and personal goals.
