StyleADVISOR Description

We regularly update the databases we offer for our software solutions on a quarterly, monthly, and weekly schedule. To view the latest databases compatible with StyleADVISOR and AllocationADVISOR, please refer to our list. No matter if you are a financial advisor, an analyst, or a product provider, Zephyr serves as an essential tool for enhancing client retention and driving asset growth. With its strong investment analysis features, tailored portfolio analytics instruments, and engaging visuals, Zephyr aids in refining your strategies and demonstrating your expertise. You can deliver your clients a thorough yet easily understandable proposal that highlights your added value by comparing their existing portfolio with your suggested portfolio. Utilize powerful sorting, filtering, and statistical tools to sift through thousands of investment portfolio products. Construct portfolios using traditional mean-variance optimization techniques or leverage our advanced Black-Litterman optimization module to fine-tune your investment strategies even further. This comprehensive approach ensures that you meet your clients' needs while maximizing their investment potential.

Integrations

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Company Details

Company:
Informa Business Intelligence
Website:
www.styleadvisor.com

Media

StyleADVISOR Screenshot 1
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Product Details

Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Customer Support
Business Hours
Online Support

StyleADVISOR Features and Options

Hedge Fund Software

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management Software

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

StyleADVISOR User Reviews

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