Zephyr offers the perfect solution for companies who want to make StyleADVISOR analytics and reports available via the internet or a company intranet.

Zephyr’s WebAnalytics was the first web-based software to perform returns-based style and performance analysis. Zephyr Associates works with corporate clients to create custom solutions ideal for incorporating WebAnalytics’ sophisticated analysis and real time reports into clients’ web sites.

WebAnalytics provides dynamic reports and graphs. For any selected separate account manager or mutual fund you can display the style and performance using any of the well known StyleADVISOR graphs. The analyses are not pre-calculated; they are calculated on demand. The statistics are calculated and graphs drawn in response to your request, then instantly displayed. Because of this, you can choose to have different combinations of multiple managers on any of the graphs, view different time periods, select different benchmarks and much more.

Along with the range of functionality and versatility built into Web Analytics, there is complete control over what the end user views. For example, you may want to allow an analysis of only a predetermined group of funds, establish mandatory analytic time periods or display explanations, disclaimers, etc. Zephyr Associates creates unique solutions for your corporation, so this can all be controlled by you. Zephyr Web Analytics can be integrated into any web site using standard web programming tools.

Some examples:

Problem: A mutual fund company wishes to include performance, style or risk charts in pages devoted to the marketing of its mutual funds.

Solution: A placeholder is included in the web page design and language is inserted in the web page to have a chart drawn in that place every time a browser asks for the web page. Placing the chart in the page takes less than 1 second!

Problem: A financial services company wishes to make StyleADVISOR reports available to both internal and external sales personnel.

Solution: By placing a web button on a page, a user can ask that a StyleADVISOR report be generated in a PDF format on any product shown.

Problem: A 401(k) provider wishes to provide a customized analytical report regarding its mutual funds for its employees on demand.

Solution: Sponsors can customize a report with appropriate disclosures and compliance driven policies that can be made available on demand with no additional personnel resources.

Problem: A large financial services firm wishes to make Zephyr analytics available to its research and portfolio management teams without installing software locally on each computer.

Solution: Build or install the WebAnalytics package in your website.

Zephyr will work with you to:

• Define your specific needs
• Develop the specifications and requirements to accomplish the project
• Help you build the necessary StyleADVISOR workbooks
• Help you define the data needed and the source
• Decide functionality and unique needs
• Customize any screens, reports, data and other needed tools
• Deliver the same high-quality solutions our clients have grown to expect

Call us today at 800-789-5323 for further information on how Zephyr can help you bring all the power of StyleADVISOR to a web-based setting.