Zephyr Associates, Inc. introduces new software and CEO | SierraSun.com

Zephyr Associates, Inc. introduces new software and CEO

ZEPHYR COVE and#8211; Zephyr Associates, Inc. (Zephyr, a Kemmons Wilson Company) introduced its newest product, Zephyr OnDEMAND (ZOD), announced the new releases of its desktop software products and hiring of a new CEO.


In response to client needs for a report automation and distribution solution, Zephyr developed Zephyr OnDEMAND (ZOD), a cutting-edge, web-based platform that allows asset managers and advisory firms to fully empower their representatives to quickly and easily generate automatically updated, compliance-approved Zephyr reports on-the-fly from any location. ZOD is currently the only application of its kind in the market that generates fully customized reports that address the needs of compliance, marketing and sales in one, easy-to-use program. The ZOD interface allows a company to develop pre-approved templates that link specific outputs to required disclaimers. Like StyleADVISOR, the templates created in ZOD are very flexible and can be designed with a specific look and brand. Because of the programand#8217;s open architecture, companies can utilize custom or third party data in their templates.

New releases of desktop software

StyleADVISOR and AllocationADVISOR are known as the industryand#8217;s most comprehensive, intuitive and easy-to-use analytical software. The recently released StyleADVISOR 8.0 and AllocationADVISOR 7.0 products contain a highly advanced new feature called Report View that further solidifies Zephyrand#8217;s reputation as the and#8220;go toand#8221; financial analysis, asset allocation and reporting software. Report View is a document design and editing feature inside of StyleADVISOR that allows clients to create customized, professional looking reports containing analysis on the most current data available. Report View also contains advanced dynamic text functionality which allows clients to easily format qualitative information along with quantitative data. New features for AllocationADVISOR include a currency conversion tool and the ability to use tracking error as a risk statistic.—

and#8220;The new Report View feature in StyleADVISOR is so unique and easy to manipulate that our firm decided to overhaul its entire reporting process to solely use that tool to produce our client reports,and#8221; stated John Conway, Senior Retirement Plan Consultant, Advanced Capital Group.

StyleADVISOR, introduced in 1994, was the first commercially available software to implement returns-based style analysis. Since that time, continual enhancements have made it the most robust analysis and reporting platform in the industry. Today, thousands of investment professionals worldwide rely on StyleADVISOR for performance and risk analysis, peer group analysis, style attribution, manager search, asset allocation and custom reporting. AllocationADVISOR is Zephyrand#8217;s comprehensive asset allocation, optimization, and portfolio simulation software.


Zephyrand#8217;s new CEO Will Clemens has spent the majority of his career leading efforts to provide technology solutions for the financial industry. Clemens most recently served as Vice President and General Manager of the STP Business Unit with Advent Software, Inc. in San Francisco, Calif. Prior to that, he was an investment banker with Morgan Stanley and Deutsche Bank, and was the CEO of Respond Networks, a venture-backed e-commerce company. Clemens has a B.A. from the University of Virginia.

and#8220;I am excited to join Zephyr, which has a long-standing history of innovation and an unsurpassed reputation in the financial software industry. We plan to continue Zephyrand#8217;s investment in its core products, and also to work closely with our customers and partners to develop new solutions and deliver more value to the industry. I am also thrilled to be joining the organization at a time when it is releasing new versions of its well-known desktop software and introducing its latest web-based solution,and#8221; said Clemens.

Founded in 1994, Zephyr Associates is a global leader in the development of analytical software tools for the financial management industry. Zephyr is headquartered in Zephyr Cove, Nev. with additional offices in Memphis, Tenn. New York, N.Y. and London, United Kingdom. Zephyr’and#8217;s software products are used by investment professionals throughout the world to analyze investment managers, mutual funds, financial markets, and investment portfolios. Visit http://www.styleadvisor.com.

Established by the late Kemmons Wilson, founder of Holiday Inns, Kemmons Wilson, Inc. is a closely held enterprise headquartered in Memphis, Tenn. The company does business in a number of industries with a majority of its interests tied to hospitality, insurance, resort time-sharing, real estate, aviation and investment management services. Visit http://www.kwilson.com.

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