Access PSN Through Zephyr!
Data Distribution Options
Advanced Analytical Applications
Business Benefits
API Access: PSN data is available via API for integration into other applications
Portfolio Construction: PSN data enables sophisticated portfolio building capabilities
Seamless Operations: Integration allows firms to break down data silos
Data Feeds: Direct data feeds allow for seamless incorporation into third-party systems
Proposal Generation: The data supports creating detailed investment proposals
Comprehensive Reporting: PSN data enables detailed performance reporting and analysis
Subscription Services: Direct subscription access to PSN SMA data
Quantitative Models: PSN data powers quantitative analysis and factor-based investment strategies
Efficiency Gains: What once required hours of manual data input is reduced to minutes
AI and Machine Learning: The platform leverages PSN data for pattern recognition and predictive analytics
CRM Integration: Works with systems like Salesforce Financial Services Cloud
Trust and Custodial System Integration: Compatible with all trust, accounting, and custodial systems
Zephyr's integration of PSN data represents a significant competitive advantage, having earned recognition as the "Best Overall Analytics Platform" in the 2024 FinTech Breakthrough Awards, demonstrating the value of this data partnership.
The integration of PSN directly within Zephyr creates a powerful platform for investment professionals seeking to enhance their analytical capabilities, improve client outcomes, and grow their business.
Comprehensive Investment Analysis
Access nearly 40 years of historical data, including both net and gross-of-fee returns
Analyze over 21,000 products across 285 universes from 2,800+ firms
Gain detailed insights into asset breakdowns, compliance information, and key personnel
Enhanced Portfolio Construction
Streamline portfolio construction with automated analysis and allocation tools
Reduce time spent on complex client requirements through quantitative models
Achieve more consistent outcomes with reduced potential for human error
Customized Comparative Analysis
Create tailored comparisons within 285+ comparative universe peer groups
Utilize both holdings-based and returns-based universe types
Incorporate individual preferences into the manager comparison process
Improved Client Service
Provide clients with approachable investment strategies through SMA options
Offer unique diversification opportunities not available with funds or ETFs
Reduce client anxiety over short-term market fluctuations with consistent approaches
Marketing and Business Development
Identify top-performing strategies through PSN Top Guns reports
Showcase your firm's performance to potential investors
Leverage promotional opportunities if your strategies qualify for recognition
Operational Efficiency
Maintain up-to-date investment data through integrated systems
Adapt to evolving financial landscapes with flexible data architecture
Incorporate new data sources as they become available
