Zephyr Named Finalist in Three Wealth Management Industry Awards Categories

Award-winning asset and wealth management software honored for innovation and thought leadership

NEW YORK, Aug. 4, 2025 /PRNewswire/ -- Zephyr, a subsidiary of Informa plc (LSE: INF), and a recognized leader in asset and wealth management software has been named a Wealth Management Industry Award Finalist in three categories.

"We're deeply honored that our team has been recognized," says Chris Volpe, Managing Director of Wealth Management Solutions and Head of Zephyr. "While recognition is gratifying, what truly drives us is knowing that our tools help advisors navigate both bullish and bearish markets with confidence, ultimately making a difference in their clients' financial futures."

Now in its 11th year, the Wealth Management Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals supporting financial advisor success.  Zephyr is recognized in the following categories:

Account Aggregation: Portfolio Performance in Micro Apps. Zephyr's Portfolio Performance technology is integrated into the INVENT® Integrated Digital Ecosystem as micro apps that provide performance analysis from the most popular performance reporting widgets within its software. INVENT® subscribers can access Zephyr's detailed, transparent and accurate reporting tools, enabling identification of risk tolerance and compliance requirements.

Digital Marketing Campaign of the Year: Zephyr's PSN eBook. As SMAs continue to grow in popularity, managers are interested in providing more information about their strategies to advisors. Over the past year, Zephyr's PSN introduced a new distribution outlet for managers to not only educate advisors on separate accounts and managed accounts as a whole but also offer an introduction to strategies associated with each article included in Zephyr's PSN Outlook eBooks.

Thought Leadership: Women in Investing. Ryan Nauman, Zephyr's Market Strategist created a series focused on women in the investment management space. The first in the series honored International Women's Month hosting three guests on Zephyr's Adjusted for Risk podcast discussing their journey as financial advisors. Nauman also authored "Women in SMAs" outlining the growth in women's wealth and the majority-owned investment management firms listed in Zephyr's PSN.

Winners will be announced at a gala and awards ceremony in New York City on September 4th.

About Zephyr
Zephyr's award-winning asset and wealth management software offers portfolio construction, proposal generation, advanced analytics, asset allocation, manager screening, risk analysis, portfolio performance and more, transforming multifaceted data into digestible intel. The award-winning technology empowers financial professionals to navigate a bullish or bearish market. Zephyr was honored with the 2024 FinTech Breakthrough Award for Best Overall Analytics Platform. Zephyr's asset and wealth management software allows asset managers to communicate their strategies more cost-efficiently by using customized, on demand template technology. To learn more about Zephyr, visit ZephyrFinancialSolutions.com.

SOURCE Zephyr, an Informa Company