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Zephyr

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Software Status:Active

About Zephyr

Zephyr is a website and marketing solutions platform from Zephyr that serves independent fee-only Registered Investment Advisors (RIAs). It combines professional websites for financial advisors, marketing solutions for financial advisors, and consulting so advisors can effectively represent their brand online. With simple and affordable pricing, Zephyr ensures fast implementation and easy management of the website. This allows RIAs to focus on their core business while maintaining a strong online presence. The platform also showcases previous work and the dedicated team behind the solutions. Key capabilities: professional website design marketing solutions consulting services portfolio showcase dedicated team support Best for: independent fee-only RIAs that need effective online marketing and website management.

Zephyr Details

Vendor
Zephyr
Year Launched
2016
Location
Indianapolis, US
Deployment
cloud
Training Options
live online
Countries Served
All Countries
Languages
English, Spanish, French, German, Japanese, Chinese
Users
Website Development for RIAs, Marketing Campaign Management, Content Creation and Management, Client Engagement and Relationship Management, SEO and Analytics
Industries Served
Financial Services, Wealth Management, Investment Advisory Services, Retirement Planning, Insurance Advisory
Tags
Marketing Solutions, Fee-Only RIAs, Financial Services, Website Development

Zephyr's In-App Market Place

Does Zephyr have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

NA

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), JPY (¥), AUD ($), CAD ($), CNY (¥), INR (₹), MXN ($), RUB (₽), CHF (Fr)

Pros & Cons

  • User-Friendly: Easy-to-use platform, with intuitive navigation that simplifies the management of websites and content.
  • Custom Modules: Ability to create custom modules, allowing for tailored solutions to meet client needs.
  • Support for Multiple Assets: Offers flexibility in uploading unlimited assets and recalling previous items.
  • Good Customer Support: Zephyr’s support team is attentive and focused on client success.
  • Reliable Support: Users appreciate the platform's reliability in retrieving lost or deleted information, ensuring business continuity.
  • Lack of Drag-and-Drop Functionality: No drag-and-drop feature for sorting assets or data, making organization cumbersome.
  • No Visibility of Form Recipients: Unable to track who is monitoring shared forms, leading to potential confusion in collaborative environments.
  • Risk of Inadvertent Deletion: Users have reported accidental image deletion, requiring toggling back and forth to avoid errors.
  • Limited Sorting Options: Users find it difficult to arrange documents or files in a specific order within archives.
  • Sorting Inefficiencies: Sorting ads and data through a numbering system is considered inefficient and cumbersome by some users.

Zephyr's Support Options

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