Kwanti
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
- RIAs
- Broker-dealers
Data & researchPer seat
Zephyr
Portfolio analytics, proposals, risk profiling and PSN SMA data for advisors, wealth managers and trust teams
Founded 1994Part of a larger companyinformaconnect.comNot yet confirmed by the company
What it does
Zephyr is cloud software for portfolio analysis, manager research and client reporting, owned by Informa. It is sold to wealth managers, financial advisors, RIAs, trust professionals and asset managers.
Users can run asset allocation modeling with Monte Carlo simulation, screen mutual funds, ETFs, SMAs and equities, evaluate portfolio performance against benchmarks, generate proposals comparing current and suggested holdings, assess client risk tolerance with standard or custom questionnaires, analyze ESG ratings, and build branded presentations and fact sheets. It includes the PSN database of separately managed account data going back about 40 years, connects to trust accounting and custodial systems, and integrates with Salesforce Financial Services Cloud.
Zephyr dates to 1994 with the StyleADVISOR desktop product. Informa acquired it in October 2012 and relaunched it as a single cloud application in 2015. A limited free trial is offered; pricing is not published.
Best for
- Serves
- RIAs, Banks and trust companies, Asset managers
Features
- Asset allocation and Monte Carlo modeling
- Manager and fund screening
- Portfolio performance measurement
- Proposal generation
- Risk tolerance questionnaires
- PSN SMA database
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Cloud
Integrations
- Salesforce
Coverage from The Daily Network
Full coverage recordDeals and milestones
Deal Tracker- Deal announcedZephyr · YCharts
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