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Informa Zephyr

Plan. Invest. Monitor. Grow.

Description

Zephyr offers a top solution encompassing asset allocation, portfolio performance, proposal generation, custom reports, managing risk and portfolio analytics, within a single platform.

Tailored to meet the unique needs of wealth managers, asset managers, financial advisors and trust professionals, Zephyr offers a comprehensive suite of features designed to simplify the investment management process and enhance client satisfaction.

 

 

Quick Details
Type
Performance Reporting
Integration
Batch Upload
Website
https://informaconnect.com/zephyr/
Support
https://informaconnect.com/zephyr/contact-us/

How it Works

To get started please contact your client side representative at Zephyr or contact Scorecard.service@informa.com to setup PDF streaming with the accounts you’d like included, Wealth Access will work with a contact at Zephyr to coordinate implementation.

  • This statement set will contain both individual Account statements as well as some Consolidated reports.
  • Batches will be sent by statement reporting date and frequency.  Each batch file is for one report period end only.
  • File/package name will be <Entity_ID><MONTHENDDATE>.ZIP  – (Entity Id will be Informa/Zephyr entity Id for client and must be provided by Informa/Zephyr)
  • Individual PDF reports will be named as follows:  <Account number>_<Entity_ID>_<Scorecard_name>_<Aggregate_ID>_<Admin Officer>_<End_date MMDDYYYY>.PDF.
  • Consolidated Scorecards may contain the word <CONS> instead of account number, but will have an Aggregate ID instead (As well as Name)  – Client will need to provide a map of which clients will need access to consolidated reports

Note: If there is a need to resend the file, Informa/Zephyr will resend all reports in the new file (i.e. a new full batch)