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Create Households, import or upload Household account holdings, assess client risk with custom risk questionnaires.
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Map model portfolios to the risk assessment. View the current household portfolio vs a proposed portfolio.
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Generate custom, tailor-made portfolio proposals for prospects or clients.
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Build optimal portfolios by applying asset allocation modeling with MVO & Black-Litterman models.
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Analyze probabilities of reaching target retirement goals with Monte Carlo Simulation
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Generate custom, tailor-made Asset Allocation Case Studies and Proposals
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Zephyr’s Presentation Center is the ultimate in custom report generation. Create tailor-made reports for your research, proposals and internal/external reporting needs. Customize the parameters on each page.
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Drag and drop pages from the Zephyr Gallery into the Zephyr “Storyboard”.
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Take your customization one step further by designing and publishing your own custom pages, layout, content with Zephyr’s Page Designer.
Product Description
About this Product
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About An Informa Company
Zephyr's award-winning financial services software offers portfolio construction, advanced analytics, asset allocation, manager screening, risk analysis, portfolio performance and more, transforming multifaceted data into digestible intel. The award-winning technology empowers investment professionals with financial technology to navigate a bullish or bearish market. Zephyr allows investment professionals to advance their leadership skills, strengthen client relationships, and prosper in every aspect of their business—establishing a legacy of performance and results. To learn more about Zephyr, visit ZephyrFinancialSolutions.com.
Product Details
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Integration Capabilities
Serving RIAs Since
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.