Product
One workspace from review to handoff.
Zyphr turns daily portfolio work into a clear sequence. Your team sees what changed, checks the reason, signs off, and keeps the record.
Zyphr MF Review Workspace
Command centre
Click a scene to expand it inline.
Morning Review
Start with the clients that need attention.
Daily fund movement, client limits, and pending notes are arranged into one review queue.
Morning book
Advisor review queue
Anand Mehta
Switch review
Nisha Rao
SIP concentration
Mahesh Iyer
Exit load check
Priya Shah
Debt allocation
Selected review
Switch review for Anand Mehta
Amount
INR 2,50,000
Risk check
Clear
Client band
Moderate
Reason shown
Fund drift is above client policy tolerance. Advisor note required before export.
Built around the way an MFD desk works.
The product keeps the work ordered, but the advisor remains the decision-maker.
01
Scan
Zyphr gathers daily fund movement, client holdings, and pending reviews into one queue.
02
Check
Risk, suitability, concentration, freshness, and policy checks are shown beside the recommendation.
03
Sign off
The advisor edits the note, approves the action, or holds it for client discussion.
04
Handoff
The export and the review record stay connected to the client file.
What teams see every day.
A morning review book
Clients that need action are grouped by urgency, reason, and approval state.
Evidence beside the action
Portfolio drift, risk checks, and NAV freshness are readable before sign-off.
A clean operating record
Approvals, changes, notes, and exports are saved in order for later review.
Try the workflow on a real book.
The 30-day guided trial includes 50 clients and the review surface you need to evaluate Zyphr properly.