Zephyr’s wealth management technology roots date back to 1994 with the launch of StyleADVISOR, a desktop application that performed sophisticated and functional style analysis. It was the first commercially available software that incorporated Nobel Laureate Bill Sharpe’s unique style analysis. StyleADVISOR provided essential performance and risk analysis, peer group analysis, style attribution, manager search, asset allocation and custom reporting.

Zephyr’s AllocationADVISOR was later introduced as a complement to the financial advisor’s workflow. As a robust asset allocation, optimization and portfolio simulation technology, it ensured a complete analysis for investment allocations.