Add Your Solution

Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

Fintech Integration Marketplace / Wealth Management / Analytics

Categories

View All View All
Wealth Management
Payments
Insurance
Security
Banking
Other
Hide

Zephyr Portfolio Analytics | Informa Financial Intelligence

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

  • Manager research – screen thousands of investment portfolio 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 portfolio analysis and reporting application Zephyr StyleADVISOR and robust separate account research application PSN Enterprise.

Website

https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/zephyr

Contacts

sales.financial@informa.com

https://www.linkedin.com/showcase/informa-financial-intelligence-zephyr/

https://twitter.com/ZephyrInforma

Informa Financial Intelligence
  • Manager Research
  • Manager Analysis
  • Asset Allocation
  • Modelling
  • Client Reporting
  • Zephyr Analytics API
Informa Financial Intelligence

Companies that integrate with Zephyr

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

No partnership categories yet.

Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Informa Financial Intelligence

Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.