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Comprehensive performance analysis software

Zephyr | Data analysis and tools | Financial intelligence

Whether you are a financial advisor, analyst, or product provider, Zephyr is your key to client retention and asset accumulation. Robust investment analysis capabilities, custom portfolio construction tools, and insightful visuals help guide your thinking and showcase your know-how.

Achieve your clients’ wealth goals and build trust in your decision-making

The latest web-based Zephyr is loaded with important features to drive business growth.

  • Manager research – screen thousands of investment products with powerful sorting, filtering and statistical tools.
  • Manager analysis – track and compare multiple investment products and run Returns Based Style Analysis using 200+ key statistics.
  • Asset allocation – build portfolios using classic mean variance optimization or our sophisticated Black-Litterman optimization module.
  • Modelling – estimate the probability of meeting future wealth goals using the Monte Carlo simulation module.
  • Client reporting – streamline the reporting process to speed up asset acquisition.
  • Presentations - Create interesting graphs to display a client’s current portfolio, and brand pages with your logo and footnotes.
  • The Zephyr Analytics API improves user experience and coverage for your internal and external applications. The API is sourced from industry-leading analysis and reporting application Zephyr StyleADVISOR and robust separate account research application PSN Enterprise.


A streamlined interface
puts the value-added information you need at your fingertips, and extensive charting and visualization tools let you filter, view, analyze, and report like never before.

 

What's included

Gold standard service

First-class customer service

To get more from Zephyr or solve any problems, you can directly access a live Customer Support Representative. Training videos and classes are always available.

Unparalleled medtech market

Robust math API

The Zephyr Analytics API combines 200+ statistics of MPT and post MPT in your searches and analysis, as well as unique proprietary statistics. We’re always actively exploring new statistical tools.

Complete and rate and fee information

Highly flexible reporting and presentations

It’s easy to create the report you need, instantly, and to change and update it on the fly. Customizing pages and reports is as easy as drag and drop. Add design standards, logos, and colors to create a look and feel that is entirely yours.

Data you can trust

Data agnostic

As a data agnostic system, Zephyr can analyze any set of returns - just enter the data.

Financial Intelligence: latest

Free analysis

Meet the team

Analyst

Ryan Nauman

Analyst, VP, Product and Market Strategist

USA

Ryan Nauman

Ryan specializes in

  • Investment Analysis

+18 year(s) experience

Any questions?

Would you like to request sample data or analysis from Informa Financial Intelligence? 

See how our tailored solutions can help you gain a competitive advantage: 

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