It’s All About Strategy, Not Transactions.
Zephyr is an asset and wealth management solution and data provider giving investment professionals the tools to plan, invest, monitor, and grow, enabling better service and client engagement to achieve their client’s financial and personal goals.
Zephyr’s award-winning technology perfectly positions investment professionals to confidently compete for tomorrow’s clients and build powerful investor experiences to ensure retention.
Custom Branded Reports and Presentations
Proposal Generation
Portfolio Analytics
Performance Reporting
Access to Proprietary Data
Risk Analysis
Asset Allocation
Portfolio Proposal
PSN SMA Data
Manager Research and Screening
ESG Analysis
Full Integration Capabilities
PSN Top Guns rankings highlight the crème de la crème of Separate Account, Managed Account and Managed ETF strategies in PSN's database. Every quarter, we list and publish top-performing SMA managers, making it a go-to resource for asset and wealth managers. The eagerly awaited Manager of the Decade award is announced at the end of each year. Coverage of the PSN Top Guns Awards frequently makes waves in industry journals, press releases, and across social media and in our mid and year end outlooks.
PSN Top Guns is a quarterly ranking of the top performing managers that contribute data to PSN's database. For over 40 years PSN has been an invaluable resource to asset managers and wealth managers, financial advisors, trust professionals, market analysts, investment researchers and more. PSN strives to deliver its users with the most accurate and up to data managed and separately managed account data. With 20 years of Top Guns and 40 years as an SMA database, being awarded a PSN Top Guns award carries weight throughout the entire financial services industry.
Winners from each quarter who meet the criteria to win a Top Guns award gain the ability to showcase their award-winning products wherever applicable. It's okay to gloat! PSN is offering Top Guns winners two packages to assist in promoting award winning products. Between the Top Guns Promoter Package and the Top Guns Market Intelligence Package, PSN Top Guns winners gain exposure, promotional opportunities and access to exclusive content on SMAs.
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