Goal-driven investment professionals are our best customer.
Expand and retain your client base while growing AUM.
Contact Us
In a dynamic and shifting marketplace, you need a clear and efficient way to demonstrate your value to current clients and potential prospects.
We'll show you how our clients are increasing AUM and growing their client base.
Contact Us
Phone: (800) 789-5323
Email: Zephyrinfo@Informa.com
Superior Technology. Optimized Results.
As pioneers in the data-driven wealth management industry, Zephyr also looks toward the future by meeting the modern-day needs of its subscribers. Our state-of-the-art technology is always evolving to help them access key data, identify trends, make smart decisions, and quickly pivot in a changing marketplace.
Jeffrey Slater
MuniCrest
I used to hold off on sending out reports so I could reconcile with the custodian, but over time I realized my numbers were move accurate than theirs. Given that Zephyr provides both Portfolio Performance and PSN, you know that the numbers are valid.
Roy Nichol
Touchstone Advisors,LLC
My experience with Zephyr has been exceptional . I used it while part of a large organization for almost fifteen years ; and once I started a firm of my own late last year , engaged its services once again. The ease of onboarding and follow-up from client relationship team was deeply appreciated ( in my previous work , work colleagues did that for me) , and subsequent tutorials assisted me in more effectively utilizing Zephyr's resources. Finally, a standout service of the firm is having the ability to engage one-on-one with a product expert who has wonderful relationship skills as well and pay her for specific project work (which allows me to focus on highest and best use of time in my own work for clients).
Joel Rabanal
Persium Group
Zephyr/Informa have been a great partner for our firm. We have been clients since the Style Advisor software, and have successfully made the transition over to their cloud version. The UI has undergone many iterations and has become more and more user friendly with every update. The team continues to release topical updates that are top of mind with some of our clients, like the ESG reports and screener. The report builder has been pivotal in building our own custom reports that we utilize across a variety of clients. Having the ability to make the reports look neat and clean without having to go back and clean anything up has saved me countless hours. Overall, the software has gotten a lot easier to use, the support team has been great, and the outputs are sleek and client ready.
John Lehning
JOHCM Funds
Recently switched to Zephyr from another vendors tool and I am really impressed with the quality of the reports we are able to produce and the bredth of data that we are able to share with clients. The client support has also been excellent, particularly as team members learned to navigate the intricacies of the tool.
Matthew Mast, FIC, MBA
Thrivent
The functionality and presentation of Zephyr are fantastic. We like that you can create blends, measure them, and put together a very nice looking, custom presentation that packages our thinking and really shows the value we bring our clients.
Kevin R. Caron
Washington Crossing Advisors
The new web based Zephyr platform transforms how we work with advisors. The interface is among the easiest and most intuitive we have ever used and creates intelligent, clear, and readily customizable presentations. Your team is very responsive and professional. As an open architecture and flexible solution, we are now able to create presentations on the fly, do custom analysis, and manage our own data more effectively. Thank you for the innovative and exciting work - Zephyr is rapidly changing how we collaborate with clients and advisors. Our ability to communicate the WCA message has never been better, and Zephyr is part of the reason why.
Jeffrey Slater
MuniCrest
I used to hold off on sending out reports so I could reconcile with the custodian, but over time I realized my numbers were move accurate than theirs. Given that Zephyr provides both Portfolio Performance and PSN, you know that the numbers are valid.
Roy Nichol
Touchstone Advisors,LLC
My experience with Zephyr has been exceptional . I used it while part of a large organization for almost fifteen years ; and once I started a firm of my own late last year , engaged its services once again. The ease of onboarding and follow-up from client relationship team was deeply appreciated ( in my previous work , work colleagues did that for me) , and subsequent tutorials assisted me in more effectively utilizing Zephyr's resources. Finally, a standout service of the firm is having the ability to engage one-on-one with a product expert who has wonderful relationship skills as well and pay her for specific project work (which allows me to focus on highest and best use of time in my own work for clients).
Joel Rabanal
Persium Group
Zephyr/Informa have been a great partner for our firm. We have been clients since the Style Advisor software, and have successfully made the transition over to their cloud version. The UI has undergone many iterations and has become more and more user friendly with every update. The team continues to release topical updates that are top of mind with some of our clients, like the ESG reports and screener. The report builder has been pivotal in building our own custom reports that we utilize across a variety of clients. Having the ability to make the reports look neat and clean without having to go back and clean anything up has saved me countless hours. Overall, the software has gotten a lot easier to use, the support team has been great, and the outputs are sleek and client ready.
John Lehning
JOHCM Funds
Recently switched to Zephyr from another vendors tool and I am really impressed with the quality of the reports we are able to produce and the bredth of data that we are able to share with clients. The client support has also been excellent, particularly as team members learned to navigate the intricacies of the tool.
Matthew Mast, FIC, MBA
Thrivent
The functionality and presentation of Zephyr are fantastic. We like that you can create blends, measure them, and put together a very nice looking, custom presentation that packages our thinking and really shows the value we bring our clients.
Kevin R. Caron
Washington Crossing Advisors
The new web based Zephyr platform transforms how we work with advisors. The interface is among the easiest and most intuitive we have ever used and creates intelligent, clear, and readily customizable presentations. Your team is very responsive and professional. As an open architecture and flexible solution, we are now able to create presentations on the fly, do custom analysis, and manage our own data more effectively. Thank you for the innovative and exciting work - Zephyr is rapidly changing how we collaborate with clients and advisors. Our ability to communicate the WCA message has never been better, and Zephyr is part of the reason why.
Jeffrey Slater
MuniCrest
I used to hold off on sending out reports so I could reconcile with the custodian, but over time I realized my numbers were move accurate than theirs. Given that Zephyr provides both Portfolio Performance and PSN, you know that the numbers are valid.