Zephyr is a division of Informa PLC. Informa acquired several financial technologies over a period of years and invested money and resources to develop a comprehensive software solution for wealth advisors. It is the most awarded asset and wealth management platform, earning several accolades from industry peers including being named the 2024 Best Analytics Platform by the FinTech Breakthrough Awards and a finalist for Business Intelligence’s Top Client Services Support Team. Zephyr has a dedicated client success team based in Nashville that works with clients. They are available via phone and email. The company continues to update and enhance its Zephyr platform to meet the needs of today's clients and prepare for the future of the investment management industry.

Zephyr's Portfolio Performance is designed to quickly and efficiently analyze performance and calculate returns at various levels, including total portfolio, class level, subclass or style level, and individual asset level. Extensive benchmarking from over 1000 market indices is also possible with customized presentation tools to easily create client reports from the data with drag and drop technology.

PSN, a leading database of separately managed account data and intelligence is also part of the Zephyr company. Nine of the top 10 plan sponsors use PSN to research and identify fund strategies that meet their unique clients’ needs.