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Zephyr OnDEMAND Sales
Zephyr OnDEMAND Sales (ZOD) is a cutting-edge, web-based reporting tool designed to work in complement with Zephyr's industry-leading StyleADVISOR desktop software.
Zephyr OnDEMAND Sales (ZOD) is a cutting-edge, web-based reporting tool. ZOD Sales allows asset managers or advisory firms to fully empower their sales and marketing representatives by giving them the ability to quickly and easily generate compliance approved Zephyr reports on the fly from any location via computer or tablet access.
ZOD Sales will help you:
- Provide employees with access to Zephyr's powerful analytical tools in a controlled online environment
- Increase the efficiency of your staff by eliminating reporting bottlenecks
- Improve customer service by allowing your sales and marketing representatives to run performance and comparison reports anytime from anywhere while utilizing the most current data available
- Design report templates at the corporate level that will allow you to maintain brand integrity and marketing consistency while meeting FINRA requirements.
- Eliminate compliance headaches by locking down report templates with appropriate analysis parameters and required disclosure language
- Upload custom return data or take advantage of Zephyr's extensive data warehouse of global indexes and popular data vendor feeds for your reporting needs
- Use Zephyr Analytics Center (ZAC) in ZOD Sales to get a deeper analytical understanding of your fund(s).
Who can benefit from ZOD:
Mutual Fund Companies - to empower both internal and external wholesalers or analysts in a compliant reporting environment
Other Asset Managers - SMAs, hedge funds, etc. who have a need for comprehensive on-demand performance analytics and comparisons
Financial Advisors - who need an efficient way to produce investment fact sheets or comparisons and to track investment markets
401(k) Plan Advisors - who need to provide better analyses of plan produce options