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OnDEMAND

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Tell Your Story

Connect with your clients using Zephyr OnDEMAND.

Try Zephyr Analytics!

Sales

Sales

Empower your sales team with compliance-approved Zephyr reports and comparisons.

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Services

Services

Allow our experienced services team to create and manage your custom Zephyr reports.

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We offer scalable solutions to fit your business. Contact us for a custom quote.

1-800-789-5323 or sales@informais.com

Sales

Sales

We understand the unique challenges sales managers face when telling their product story, while meeting an ever increasing array of compliance requirements. We have streamlined the workflows for our customers, allowing sales teams to quickly respond to the requests of their customers and prospects.

ZOD Sales gives you the ability to:

  • Access a full audit trail of every report created in the system
  • Prevent apples to oranges comparisons between funds, benchmarks, universes, and share classes
  • Associate disclosures with funds and asset classes
sales 1

Create custom report templates using our industry standard Zephyr StyleADVISOR desktop system

sales 2

Create blends and model portfolios

sales 3

Analyze funds using the interactive Zephyr Analytics Center. Try out a demo!

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Services

Services

In a world of ever increasing customer demands, your time is at a premium. Zephyr Reporting Service Bureau can tailor Zephyr reports specifically to your requirements, and enable you to focus on your business. Reports are delivered seamlessly through the Zephyr OnDEMAND platform and you never have to worry about data updates or the intricacies of operating the software.

We can help you with:

  • Report layout
  • Custom tailored analytics and data
  • Custom logos and colors
  • Product positioning
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