Audience

Hedge Fund solution for companies

About StyleADVISOR

We provide updates to the databases we supply for use with our software products on a quarterly, monthly and weekly basis. For a list of the current databases available for use with StyleADVISOR and AllocationADVISOR. Whether you are a financial advisor, analyst, or product provider, Zephyr is your key to client retention and asset accumulation. Robust investment analysis capabilities, custom portfolio analytics tools, and insightful visuals help guide your thinking and showcase your know-how. Provide your clients with a comprehensive, yet easy to interpret proposal, that conveys your value add when comparing a current portfolio to your proposed portfolio. Screen thousands of investment portfolio products with powerful sorting, filtering and statistical tools. Build portfolios using classic mean variance optimization or our sophisticated Black-Litterman optimization module.

Integrations

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Company Information

Informa Business Intelligence
www.styleadvisor.com

Videos and Screen Captures

StyleADVISOR Screenshot 1
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Product Details

Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online

StyleADVISOR Frequently Asked Questions

Q: What kinds of users and organization types does StyleADVISOR work with?
Q: What languages does StyleADVISOR support in their product?
Q: What kind of support options does StyleADVISOR offer?
Q: What type of training does StyleADVISOR provide?

StyleADVISOR Product Features

Hedge Fund

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

Investment Management

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