The primary enhancement to the Analytics Center is complimentary mutual fund analysis along with the separately managed accounts (SMAs) analysis, which was previously available in the center. The analytics were also expanded using a series of tabs that allow investment professionals to access returns, peer comparison, risk return and modern portfolio theory.
“We decided to start with a high-level overview and allow the adviser to drill down deeper and deeper to get all the information they need about any particular fund,” explained Will Clemens, Zephyr’s chief executive. “This is one of the most advanced analytics modules available on the market. Since it’s based on HTML5, it works seamlessly on iPads, other tablets and smartphones.”
The enhanced analytics are also available within the Analytics Center in Zephyr OnDEMAND, a Web-based reporting tool that allows asset managers and investment advisers to generate compliance-approved reports from any location. The tool contains features not available on StyleADVISOR.com, such as one-click analysis and multiple benchmarks.
Parameter sets such as appropriate benchmark or specific time period previously defined by the client’s site administrator now show within the Analytics Center. The end user can select items and add them to the analysis.
OnDEMAND users can compare a product with the performance of multiple benchmarks in the Analytics Center. Previously, the choice was between the market or the style benchmark—not both. This change makes it possible to choose one or more funds and compare their performance to multiple benchmarks. The expanded suite of tools in OnDEMAND will increase users’ operational efficiency, Clemens said.
Zephyr, a provider of portfolio analysis software and reporting, has headquarters in Zephyr Cove, Nevada. More information is available here.