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Informa

Best Investment Management Solution for Top Financial Advisors and Wealth Managers

PORTFOLIO PERFORMANCE 

PORTFOLIO GENERATION

ASSET ALLOCATION

RESEARCH

MANAGER SCREENING

PRESENTATION CENTER

ESG RATINGS

Winner of the 2022 FinTech Breakthrough Awards for Best Financial Research and Data Company
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"I use Zephyr for asset allocation modeling, manager comparisons and manager assessments. It offers better manager tracking than other applications I’ve used."

CLIENT ACQUISITION
AND RETENTION
Keep your investors engaged with reproposals, reports on emerging trends, and generic proposals that can be easily shared to encourage introductions.

ENHANCED
TECHNOLOGY
Never lose important data! Our technology team makes sure all migrations are mapped and seamless. Zephyr's partnership with AppCrown connects Salesforce Financial Services Cloud in minutes, increasing ROI and reducing issue related to manual integration.

RESEARCH
AND DATA
Award-winning research and data is fully customizable and easily filtered to identify vital trends. PSN pioneered the formation of an SMA database and remains a number one choice of 90 percent of top plan sponsors.

INVESTOR
EXPERIENCE
Every email, phone call, text, or in-person meeting is defined as investor experience. How did you do? Purposeful connecting is about building relationships and defining how you want to be viewed by your client.


LOOK INSIDE ZEPHYR
Professional Proposals and Presentations
Create custom professional presentations and reports or choose from our extensive library of over 100  templates with an easy drag and drop module. Validate your success relative to 46,000 benchmarks and build stronger relationships with your investors by creating customized, branded reports in minutes.
Market and Manager Research
Screen thousands of investment portfolio products with powerful sorting, filtering and statistical tools as well as tracking and compare multiple investment products and run Returns Based Style Analysis using 200+ key statistics.
Asset Allocation
Build portfolios using classic mean variance optimization or our sophisticated Black-Litterman optimization module. Estimate the probability of meeting future wealth goals using the Monte Carlo simulation module, and quickly and easily evaluate a portfolios composition including asset allocation, equity and fixed income characteristics, sector and regional weightings, top ten holdings and country exposure.
Portfolio Performance Reporting
Quickly and efficiently analyze performance and calculate returns at various levels, including total portfolio, class level, subclass or style level, and individual asset level. Benchmarking from over 1000 market indices provides a full overview of performance. Integrated with all trust, accounting and custodial systems.
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