Zephyr Financial Solutions

Contribute to PSN

Connect with a PSN Data Specialist below

Why Contribute to PSN?

Join the 90% of top managed account plan sponsors who rely on PSN for accurate SMA data. With information from over 2,800 firms, including asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives, and strategy, PSN offers unparalleled insights. Access detailed data on more than 21,000 products, covering asset breakdowns, style, ESG, fees, GIC sectors, fixed income ranges, and full holdings.

PSN’s data, updated and verified daily, includes historical records since 1984, ensuring no survivor bias by including inactive firms and products. Subscribers value PSN for its accuracy and comprehensive data, enabling them to create custom comparisons or utilize over 285 universe peer groups. Trusted by top wire houses and distributed through third parties, PSN’s customizable feeds based on specific fields set it apart, making it the go-to resource for showcasing your strategies.

In addition to data, PSN offers its contributors industry leading promotional opportunities to showcase their strategies. See below or view the full list of promotional opportunities here.

PSN Mid Year Review and Outlook:

Our PSN Mid-year review and outlook has been viewed several thousand times since its release in mid-May. Contributing PSN managers are eligible to submit articles to our semi-annual publication which is promoted through press releases and our Informa publication partners. Our first PSN mid-year outlook featured 13 PSN contributing managers.

Public Facing PSN Top Guns and Firm Profiles:

The PSN Top Guns report is now available to all advisors without having to log in. PSN promotes the top gun awards through press releases, Pod casts, social media and partner organizations such as wealthmanagement.com to bring as much attention to our winners as possible. 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.This linkable page allows potential investors to review all award-winning strategies.

Proprietary SMA Data Available to Third-Party Distributors:

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.

Connect with a PSN Data Specialist