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features
design
support

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Description

Mainstay’s comprehensive Advisor Value Platform presents a cohesive array of marketing, sales, and customer success solutions aimed at quantifying and conveying the value of your offerings throughout the customer journey. The Marketing Value Advisor features a self-service ROI and assessment tool that seamlessly integrates with marketing automation systems and allows for a custom-branded user interface, facilitating the generation of high-quality leads through interactive calculators. The Sales Value Advisor leverages decades of expertise in value engineering by transitioning to the cloud, thereby streamlining value selling and support for global direct and channel teams through the automation of customer-specific business impact assessments. Meanwhile, the Customer Success Value Advisor enhances and automates quarterly business reviews with reports focused on value realization, effectively measuring and communicating the actual benefits to boost adoption, satisfaction, and retention. This holistic approach ensures that every phase of the customer lifecycle is supported with precise tools designed to drive measurable outcomes.

Description

We regularly update the databases we offer for our software solutions on a quarterly, monthly, and weekly schedule. To view the latest databases compatible with StyleADVISOR and AllocationADVISOR, please refer to our list. No matter if you are a financial advisor, an analyst, or a product provider, Zephyr serves as an essential tool for enhancing client retention and driving asset growth. With its strong investment analysis features, tailored portfolio analytics instruments, and engaging visuals, Zephyr aids in refining your strategies and demonstrating your expertise. You can deliver your clients a thorough yet easily understandable proposal that highlights your added value by comparing their existing portfolio with your suggested portfolio. Utilize powerful sorting, filtering, and statistical tools to sift through thousands of investment portfolio products. Construct portfolios using traditional mean-variance optimization techniques or leverage our advanced Black-Litterman optimization module to fine-tune your investment strategies even further. This comprehensive approach ensures that you meet your clients' needs while maximizing their investment potential.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Mainstay

Founded

2001

Country

United States

Website

mainstaycompany.com/advisor-value-platform/

Vendor Details

Company Name

Informa Business Intelligence

Website

www.styleadvisor.com

Product Features

Product Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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