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Tell Your Story
Connect with your clients using Zephyr OnDEMAND.
We offer scalable solutions to fit your business. Contact us for a custom quote.
Sales
We understand the unique challenges sales managers face when telling their product story, while meeting an ever increasing array of compliance requirements. We have streamlined the workflows for our customers, allowing sales teams to quickly respond to the requests of their customers and prospects.
ZOD Sales gives you the ability to:
- Access a full audit trail of every report created in the system
- Prevent apples to oranges comparisons between funds, benchmarks, universes, and share classes
- Associate disclosures with funds and asset classes
Create custom report templates using our industry standard Zephyr StyleADVISOR desktop system
Create blends and model portfolios
Analyze funds using the interactive Zephyr Analytics Center. Try out a demo!
Services
In a world of ever increasing customer demands, your time is at a premium. Zephyr Reporting Service Bureau can tailor Zephyr reports specifically to your requirements, and enable you to focus on your business. Reports are delivered seamlessly through the Zephyr OnDEMAND platform and you never have to worry about data updates or the intricacies of operating the software.
We can help you with:
- Report layout
- Custom tailored analytics and data
- Custom logos and colors
- Product positioning