Zephyr Financial Solutions

Plan. Invest. Monitor. Grow.

Asset and Wealth Management Solution

Zephyr is an award-winning asset and wealth management software developed for managers and advisors who build wealth for their clients and desire to create meaningful investor relationship experiences. Zephyr is part of Informa plc (LSE: INF), a leading global provider of digital-first and data-driven products and services with more than 10,000 colleagues worldwide in over 30 countries.

Informa’s portfolio includes nearly 100 live and on-demand events around the globe, bringing together the world’s most influential financial community to network, share and review issues related to market and the global economy.

Supported by a Vast Network of Financial Experts

Zephyr’s ability to tap into market knowledge and insights gleaned from these events ensures its technology remains relevant with essential and updated innovations to manage the growth and transformation of this vital industry.

Supported by a team of financial service and product experts, Zephyr has expanded its technology offerings, ensuring its subscribers can seamlessly deliver portfolio analysis and asset allocation strategies, investment manager research, investor risk tolerance and more.

investment portfolio management software
wealth management products and services

Zephyr History

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.  

Financial Technology Experts

Later, Zephyr OnDEMAND was added. Touted as an innovative, web-based reporting tool, it allowed asset managers or advisory firms to fully empower their sales and marketing representatives by easily generating compliance-approved Zephyr reports from any location.

In October of 2012, Informa acquired Zephyr, integrating it into its Informa Investment Solutions portfolio, which included Investment Scorecard, a 2007 acquisition of the popular performance reporting tool.

Today's Zephyr

In 2015, Informa officially launched Zephyr as a web-based cloud financial technology solution fully integrating once stand-alone financial and wealth management products into one complete solution. As the industry has changed, Zephyr has continued to respond with innovative software advancements including Portfolio DNA, ESG ratings and reviews and Portfolio Performance. 

Today’s Zephyr is connected with all trust accounting and custodial systems and completely integrates with Salesforce Financial Services Cloud and other CRMs.

Zephyr Technology Honored by Industry Peers

In 2022, Zephyr was honored with the Fintech Breakthrough Award for Best Financial and Research Data Company and a finalist in the Wealth Management Industry Wealthies Awards. Zephyr recently introduced Batch Reporting functionality to automatically run reports, increase productivity and personalize the client experience at scale. Zephyr Fintech Breakthrough 2023 and 2024 Awards.

wealth management reporting software
private wealth investment software

Ensuring our Clients' Success

Wealth managers, financial advisors, trust officers and asset managers use Zephyr in a variety of scenarios:

  • Propose a portfolio against a client’s current holdings
  • Screen investment products to find the best dividend-paying large cap equity
  • Perform asset allocation modeling using Monte Carlo simulation
  • Build model portfolios or modify models to improve performance
  • Improve on outdated performance reports
  • Create custom, branded fact sheets
  • Prepare reports for a pension fund, suggesting best performing funds/managers for different asset classes

For nearly three decades, Zephyr has led in the development wealth management software with proven results for our valued clients.