Investment Data/Analytics

Zephyr Portfolio Analytics

Informa UK Limited

WTIS Score

1.69

External Links and Company Info

Buyer Fit

Target firm types

  • Wealth Management Firms
  • RIAs
  • Asset managers

Target firm size

  • Enterprise
  • Mid-Size

Product Description

Product Positioning
Portfolio analytics and investment research tool for style analysis, performance, and manager evaluation.
Description
Zephyr Portfolio Analytics provides portfolio analysis and investment research tools for style analysis, performance attribution, and manager evaluation, helping advisors and institutions build and monitor portfolios.

Integrations

Zephyr Portfolio Analytics has 1 integrations in our directory

Search below to find what you're looking for

Use the search above to find specific integrations

APIs and Security

Security checks

None

Public APIs

Yes - Our APIs allow other developers to 'GET' information from our application.

API authentication

None

Data refreshed live via API

Yes

Developer portal exists

No

Developer sandbox URL

No

Warning!

You are changing the category of the product application.

Changing an applications category can recalculate scores for all products of the “new category” and “old category” if the product becomes the highest number of integrations with key apps and non-key apps. Please proceed with caution in making changes to the application category. The updated calculations take effect after you submit changes of the form.