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Wealth Management

You need to constantly demonstrate your value in today’s competitive marketplace to show you are the investment professional of choice. Powerful web-based tools can help you make sound investment decisions and create compelling client presentations to deliver the advantage you need to build your business. That’s Zephyr - your smartest investment yet! 
It’s the dream of your investment planning sales force – a tool that helps them create compelling, compliant, proposals fast. WealthIQ is a huge time-saver. Asset allocation strategies, investment portfolio templates, and investment plans are all easy to create. With workflow improvement and compliance monitoring, advisors can focus on client relationships.
Take the hassle out of managing, producing, and delivering fact sheets while meeting your data collection, review, and auditing needs. Profile Producer is a web-based solution that offers a compliant, efficient, and cost-effective way of producing custom fact sheets. Whether you’re involved in the fact sheet production process, or you use the end result for client sales presentations, we’ll make sure your needs are met.
Create accurate composites of your choice, get automatic reports, and have the ability to market portfolio performance. Data is fed seamlessly by PerformanceIQ and then composite performance can be pushed to PSN for marketing. CompSiteIQ makes creating and maintaining composites easy. Simply choose the rules you want and eligible accounts will be added automatically, with reports generated showing portfolio performance. 
Save time. Cut errors. Increase client confidence. With PerformanceIQ all your data is pre-verified by our team so you can create client-ready portfolio reports in a flash. Designed for wealth managers and advisors, PerformanceIQ allows you to create customizable reports for every client. With complete confidence in your data, you can communicate faster and win more business. 
Unlock a universe of investment information, analytics, and tools with the largest Separate Account database. Simplify account data analysis and manager due diligence - PSN Enterprise, a global investment analysis tool that allows you to customize and evaluate information quickly and efficiently. 
Make sure investments in a client’s portfolio are in line with the investment policy statement they agreed to with their financial advisor. ComplianceIQ takes care of compliance monitoring for you. It monitors rules, tracks violations, and logs when policy exceptions are resolved, managing your workflow and creating an audit trail. 
Unlock a universe of investment information with the largest Separately Managed Accounts (SMA) database. Access key money manager returns data across multiple metrics with PSN SMA Data.