Zephyr Adds Mutual Fund Data to Its Website

StyleAdvisor.com features multiple tabs, including peer comparison and risk return, to permit advisers to drill down deeper.

The website previously only contained information on separately managed accounts (SMAs), and is now written in HTML5, enabling access from iPads, tablets and smartphones.

“We decided to start with a high level overview and allow the adviser to drill down deeper to get all the information they need about a particular fund,” said Zephyr Chief Executive Officer Will Clemens. “This upgrade of the Zephyr Analytics Center marks a major step forward in our technological evolution and a further demonstration of our commitment to providing investment professionals with the cutting-edge technology they need.”

The enhanced analytics are also available on Zephyr’s OnDemand, which advisers can use to generate compliance-approved reports from any location. Zephyr has also simultaneously updated this tool to allow advisers to compare mutual funds and SMAs against multiple benchmarks.

Clemens added: “The availability of mutual fund data on StyleAdvisor.com should serve to introduce the range of Zephyr’s offerings to even more investment professionals, while the expanded suite of tools in Zephyr OnDemand will increase users’ operational efficiency and allow them to focus more of their time and energy on serving the needs of their clients or developing new business.”