Zephyr Financial Solutions


Proprietary Separately Managed Account Data Available to Third-Party Distributors

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Distribute PSN SMA Data

Zephyr PSN pioneered the delivery of SMA data nearly four decades ago. Today it continues to be a valuable resource for plan sponsors and investment professionals. In addition to providing an option to subscribe to PSN SMA Data via Zephyr, PSN Data is also available in an API or data feed to be integrated into other applications.

We realize that some clients need a specific type of information for a specific purpose. With a PSN Data agreement, you choose the data fields, delivery frequency and format that works for you. Each Data Feed is customized, so you never pay for data you don’t need.

Zephyr PSN is an objective, third party supplier of information. PSN does not charge managers any fees to join the database. All PSN information is primary data. We solicit the information directly from the source, which makes it more consistent and reliable.

PSN Data is available to clients who would like to use the data in-house or would like to re-sell PSN data in another software application.

SMAs Take Center Stage in Investing

Zephyr surveyed hundreds of investment professionals in 2022 about their expected use of Separately Managed Accounts (SMAs) in 2023. Investment Managers, Plan Sponsors and Banks overwhelmingly asserted they would increase their use of SMAs moving forward.

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