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Zephyr

Financial Services

Specialities :
Separate accounts
Manager search
Investment proposal generation
Performance reporting software and services.
Portfolio analytics

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Zephyr

What does Zephyr do?+

Our award-winning technology generates a magnitude of complex data and simplifies it into one platformempowering investment professionals with an edge for their clients. From optimization and simulation modules to customized proposals and presentations, Zephyr transforms projections into digestible intel. Investment professionals have unlimited access to powerful sorting, asset allocation, and statistical analysis. Knowing every client communication matters, our portfolio performance capabilities are unmatched. Whether utilizing preferred tools or taking advantage of every offering, a balanced and efficient workflow is guaranteed

What are Zephyr's specialties? +

Separate accounts,manager search,investment proposal generation,performance reporting software and services.,portfolio analytics,risk management,and sma data

What is Zephyr's industry? +

Zephyr operates in the Financial services industry.

What is Zephyr's HQ phone number? +

Zephyr's HQ phone number is +1 888 670 8200

What is Zephyr's revenue? +

Zephyr's revenue is 11m - 100m

What is Zephyr's company size? +

Zephyr has 51 - 200 employees.

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