List of Informa Connect Zephyr Performance Reporting Customers
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Since 2010, our global team of researchers has been studying Informa Connect Zephyr Performance Reporting customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Informa Connect Zephyr Performance Reporting for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Informa Connect Zephyr Performance Reporting for Portfolio and Investment Performance and Planning include: Thrivent, a United States based Banking and Financial Services organisation with 3550 employees and revenues of $10.40 billion, Qualis Capital, a United States based Banking and Financial Services organisation with 10 employees and revenues of $5.0 million, Charlesworth & Rugg, a United States based Banking and Financial Services organisation with 25 employees and revenues of $3.0 million and many others.
Contact us if you need a completed and verified list of companies using Informa Connect Zephyr Performance Reporting, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Charlesworth & Rugg | Banking and Financial Services | 25 | $3M | United States | Informa Connect | Informa Connect Zephyr Performance Reporting | Portfolio and Investment Performance and Planning | 2023 | n/a |
In 2023, Charlesworth & Rugg implemented Informa Connect Zephyr Performance Reporting to streamline portfolio analytics and automate client performance reporting. The deployment targeted wealth management and advisory workflows in the United States, and the implementation sits squarely in the Portfolio and Investment Performance and Planning category, providing centralized performance calculation and client statement generation for a 25 person firm.
Configuration emphasized automated client performance reporting and custom reporting templates, with Zephyr Performance Reporting used to standardize periodic statements and provide on-demand portfolio analytics. Operational scope covered investment advisory and client communications, integrating the reporting cadence into advisor workflows to reduce manual report assembly and improve consistency. Governance changes included formalizing report templates and scheduling rules to create a single source of truth for valuation and attribution outputs, and automation of scheduled delivery was implemented to streamline client communications.
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Qualis Capital | Banking and Financial Services | 10 | $5M | United States | Informa Connect | Informa Connect Zephyr Performance Reporting | Portfolio and Investment Performance and Planning | 2023 | n/a |
In 2023, Qualis Capital deployed Informa Connect Zephyr Performance Reporting to support portfolio performance transparency and client presentation needs for its alternative-investment marketplace. The Informa Connect Zephyr Performance Reporting implementation addressed Portfolio and Investment Performance and Planning use cases within the companys wealth and asset management workflows in the United States, with explicit goals of improving transparency and advisor workflow for client reporting and presentation delivery.
Module usage inferred from the public case summary included Portfolio Performance and Custom Reports, with configuration focused on producing standardized performance calculations, composite and account-level reporting, and templated client-facing presentation outputs. Implementation work emphasized data ingestion and normalization, automated report generation and scheduling, and configurable report templates to align investment performance analytics with advisor presentation workflows while keeping scope proportional to a 10-person investment firm.
Operational coverage concentrated on advisor and client reporting processes, embedding Informa Connect Zephyr Performance Reporting into the firms advisory workflow for alternative investments and private market holdings in the United States. Governance changes focused on establishing repeatable reporting cadence and report version control to support transparent client communications and streamlined advisor preparation of investment presentations.
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Thrivent | Banking and Financial Services | 3550 | $10.4B | United States | Informa Connect | Informa Connect Zephyr Performance Reporting | Portfolio and Investment Performance and Planning | 2022 | n/a |
In 2022, Thrivent implemented Informa Connect Zephyr Performance Reporting to support portfolio performance measurement and reporting across its wealth management and advisory lines in the United States. The Informa Connect Zephyr Performance Reporting deployment targeted Portfolio and Investment Performance and Planning use cases, centralizing performance calculation and report generation to improve advisor-facing and client-facing materials.
Configuration emphasized portfolio-level performance workflows, standardized reporting templates, and automated report publishing, consistent with Portfolio and Investment Performance and Planning functional requirements. Operational scope covered wealth management and advisory business functions, with governance focused on standardized ingestion and validation processes, report approval and distribution workflows, and consolidation of performance measurement practices using Informa Connect Zephyr Performance Reporting.
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Buyer Intent: Companies Evaluating Informa Connect Zephyr Performance Reporting
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