Zephyr is a financial services 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.

Its software offers the leading analytics platform, which includes portfolio analytics, asset allocation, investment manager research, proposal generation, attribution analysis and more. Financial Advisors and Wealth Managers use Zephyr to optimize portfolios, identify risk tolerance and compliance, evaluate portfolio performance, create asset allocation strategies, proposal generation models and trust management performance reports.

A new feature of Zephyr’s technology shows the impact of systematic withdrawals when comparing portfolios. Advisors use it to compare various levels of withdrawals against ending values. This allows them to quickly and easily demonstrate how to maximize income from a portfolio without sacrificing a client’s legacy.

Zephyr makes it possible for its clients to screen thousands of investment portfolio products with powerful sorting, filtering and statistical tools. Users can also track and compare multiple investment products and run Returns Based Style Analysis using 200+ key statistics. With ESG Analysis, users can research, screen, report and monitor Mutual Funds, ETFs, SMAs and Equities on numerous ESG metric ratings, scores, percentiles and rankings.