Efficiently Distribute Investment Strategies

PSN SMA Data

Proprietary Separately Managed Account Data Available to Third-Party Distributors

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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Why PSN Data?

Bulk Holdings Import

Importing holdings data for multiple managers and multiple months is now something that can be done in a single file upload. Our new bulk holdings upload process makes it easier than ever to report holdings information for potential investors.

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 11 PSN contributing managers.

Public Facing Top Guns:

The PSN Top Guns report is now available to all advisors without having to log in. Having updated strategies allows you to be ranked in one of 50 different universes and enables your strategy to be discovered by potential investors. 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.

Top Guns Company Profiles:

All Top Gun winning managers are now provided with a firm profile page that showcases all their current Top Gun winning strategies for the quarter. This linkable page allows potential investors to review all award-winning strategies and the awards received in one central location.

Podcast Opportunities:

PSN managers are featured throughout the year in amazing content produced by our strategist Ryan Nauman. Our A to Zephyr and Adjusted for risk podcasts frequently feature PSN contributing managers and provide an excellent opportunity to showcase firms as thought leaders in the industry.

PSN Distribution by Third Party Financial planning Investment strategies Retirement planning Estate planning Tax planning Portfolio management Wealth preservation Risk management Wealth accumulation Asset allocation Financial advisor Wealth creation Investment management High-net-worth individuals Financial goals Wealth building Wealth protection Financial independence Trust and estate services Wealth management solutions Financial planning services Investment strategies by Zephyr Retirement planning with Zephyr Zephyr asset management Wealth preservation solutions Tax planning services by Zephyr Zephyr portfolio management Financial advisor at Zephyr Zephyr wealth creation Investment management by Zephyr Zephyr high-net-worth services Trust and estate planning with Zephyr Zephyr wealth building strategies Zephyr wealth protection Zephyr financial independence Zephyr financial goals Zephyr wealth advisory Zephyr wealth planning Financial services Investment advisors Retirement planning services Estate planning solutions Tax planning strategies Portfolio management services High-net-worth wealth management Financial planning consultants Wealth management companies Investment planning Retirement investment strategies Estate and trust services Wealth management experts Financial advisory services Investment management firms Wealth management professionals Financial planning solutions Retirement income planning Wealth management consulting

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.

Speak to a PSN Specialist