Dynamic performance reporting
is the "wow factor" in presenting financial goals to clients versus
a static page report or presentation
NEW
YORK, Dec. 11, 2023 /PRNewswire/ -- Zephyr, a
subsidiary of Informa plc (LSE: INF), and a recognized leader in
investment management and reporting software for financial advisors
and wealth managers, unveiled enhanced performance reporting
capabilities allowing Zephyr software subscribers to generate
custom presentations in real time using portfolio performance
data.
"Portfolio Performance is the 'wow factor'
for advisors showing dynamic reports versus static pages."
Designed as widgets within the Zephyr software, each can be
added to a custom presentation, fact sheet or report using drag and
drop technology. These widgets can calculate Daily Performance,
Growth Over Time, Cash Flows and Validation, Asset Review,
Allocation over Time, Returns, Portfolio Summary, Top Ten Holdings,
Trends and more.
"The ability to layout a customized story around investment
performance using images brings strategies to life," says Zephyr's
Director of Wealth Management Solutions Chris Volpe. "Financial advisors, trust
officers, wealth managers and other investment professionals can
demonstrate the performance of their strategies by simply pulling
over a widget on their iPad or computer and running calculations in
front of their clients."
Comprehensive portfolio performance reporting addresses the
growing interest in investment advice and strategies noted in the
2023 EY Global Wealth Management Research Report. According to the
report, "The rapid pace of innovation is creating opportunities to
prioritize hybrid models, introducing new collaborative features
that will help to educate clients and involve them in the
management of their own wealth."
"Portfolio Performance is the "wow factor" for advisors where
they are able to use multiple lenses and drill down into various
levels as they go through their client's portfolio. This dynamic
analysis is powerful," says Zephyr's Director of Product Management
Randy Jones. "Zephyr's new
Performance widgets serve as mini lenses into performance data at
the asset class level, sub-class level and offers a deep dive into
what is working, and the decisions being made."
Intuitive understanding of financial outcomes require a blended
communication approach. Research shows that people process visuals
60,000 times faster than text and the average person remembers just
one-fifth of what they hear.
Jones will host Financial Storytelling: Customized
Digital, Dynamic Performance Reporting, providing an
overview of Zephyr's new widgets within the software on
Tuesday, December 19 at 2pm ET – REGISTER NOW.
Zephyr's Portfolio Performance, is a performance
measurement and benchmarking tool for wealth managers, trust
officers, institutional and private wealth advisors. Designed for
timeliness and accuracy, users can quickly and efficiently analyze
performance, attribution, and calculate returns at various levels,
including total portfolio, class level, subclass or style level,
and individual asset level. Extensive benchmarking from over 1000
market indices is also possible with customized presentation tools
to easily create client reports from the data with drag and drop
technology.
About Zephyr
Zephyr's financial services
solution enables wealth managers and advisors to fully manage
client investment goals with communication tools to create custom,
professional proposals and presentations that convey advisor
strategies and success. The platform consistently scores high among
users for its ease of use with valuable tools including
presentation center, portfolio proposal generation, performance
measurement, asset allocation modeling, research, analytics and ESG
ratings and reviews.
Visit ZephyrFinancialSolutions.com to learn more about
Zephyr and to request a demo.
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SOURCE Zephyr, an Informa Company