Zephyr's breakthrough asset and wealth management software offers portfolio construction, proposal generation, advanced analytics, asset allocation, manager screening, risk analysis, portfolio ...
Wealth managers, financial advisors, trust officers and asset managers use Zephyr to propose a portfolio against a client’s current holdings, screen investment products, perform asset allocation ...
Zephyr's breakthrough asset and wealth management software offers portfolio construction, proposal generation, advanced analytics, asset allocation, manager screening, risk analysis, portfolio ...