Dynamic performance reporting is the “wow factor” in presenting financial goals to clients versus a static page report or presentation
Zephyr, a subsidiary of Informa plc, 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.
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.”
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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.
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