List of Informa Connect Zephyr Customers
London, SW1P 1WG,
United Kingdom
Since 2010, our global team of researchers has been studying Informa Connect Zephyr 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 for Portfolio and Investment Management 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 for Portfolio and Investment Management include: Thrivent, a United States based Banking and Financial Services organisation with 3550 employees and revenues of $10.40 billion, Charlesworth & Rugg, a United States based Banking and Financial Services organisation with 50 employees and revenues of $5.0 million, Qualis Capital, a United States based Banking and Financial Services organisation with 10 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using Informa Connect Zephyr, 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.
The Informa Connect Zephyr customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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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 | 50 | $5M | United States | Informa Connect | Informa Connect Zephyr | Portfolio and Investment Management | 2022 | n/a |
In 2022, Charlesworth & Rugg implemented Informa Connect Zephyr for Portfolio and Investment Management to support its advisory and business management operations in the United States. The deployment centered on using Informa Connect Zephyr within core advisory workflows, aligning the application to client reporting and portfolio transparency objectives.
Configuration emphasized the performance, portfolio analytics, and custom reporting modules of Informa Connect Zephyr, enabling standardized performance measurement processes, portfolio analytics workflows, and templated client-facing reports. Functional implementation focused on instrument-level and portfolio-level analytics, periodic performance calculation and reporting cycles, and configurable report templates to drive consistent client communications.
Operational coverage encompassed advisory teams and business management functions, with governance organized around report template controls and role-based access to reporting outputs. The implementation was explicitly used to enhance client communications and portfolio transparency, with operationalization of the Informa Connect Zephyr environment supporting regular client reporting and internal performance review processes.
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Qualis Capital | Banking and Financial Services | 10 | $5M | United States | Informa Connect | Informa Connect Zephyr | Portfolio and Investment Management | 2023 | n/a |
In 2023, Qualis Capital implemented Informa Connect Zephyr to support investment and alternative-asset research, allocation and client-facing reporting in the United States. The deployment uses Informa Connect Zephyr in the Portfolio and Investment Management category to consolidate manager due diligence and investor presentation workflows for a small asset manager.
The implementation emphasized manager screening, portfolio analytics, and custom reports modules inferred from Zephyr case study content, enabling standardized manager evaluation, allocation analysis, and templated client reporting. Configuration work focused on screening criteria, time series and attribution analytics, and presentation-ready reporting templates to support investment decision making and investor communications.
Scope of the rollout covered the investment team and client reporting functions across the firm, centralizing research artifacts and allocation analyses into a single platform. Product integrations referenced in case materials were leveraged to feed manager data and to output client-facing reports, and governance adjustments aligned due diligence workflows and report sign-off processes to the new platform.
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Thrivent | Banking and Financial Services | 3550 | $10.4B | United States | Informa Connect | Informa Connect Zephyr | Portfolio and Investment Management | 2021 | n/a |
In 2021, Thrivent implemented Informa Connect Zephyr to support portfolio analytics, performance reporting and proposal generation across its wealth management and advisory teams in the United States. The deployment addressed Portfolio and Investment Management requirements for client reporting and proposal lifecycle support.
The Informa Connect Zephyr implementation focused on portfolio analytics, performance reporting, and proposal generation modules, with configuration of performance attribution, consolidated reporting templates, and proposal assembly workflows. Zephyr was configured to standardize client-facing deliverables and centralize performance data for advisor use.
Operational scope covered Thrivent's wealth management and advisory teams in the United States, aligning the application with advisor workflow for client reporting and new business proposal creation. Governance adjustments emphasized standardized reporting templates and approvals for proposals, shifting analytics and report generation ownership toward centralized operations and advisory teams.
As stated in vendor documentation, the implementation improved client reporting and proposal turnaround, supporting faster proposal generation and more consistent performance reporting across advisory teams. The Informa Connect Zephyr implementation consolidated Portfolio and Investment Management functionality to support advisor productivity and client engagement processes.
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Buyer Intent: Companies Evaluating Informa Connect Zephyr
- University of Ottawa, a Canada based Education organization with 5906 Employees
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