Zephyr OnDEMAND Sales


Summary: 
Zephyr OnDEMAND (ZOD) Sales is an innovative, web-based reporting tool that allows asset managers or advisory firms to fully empower their sales and marketing representatives by giving them the ability to quickly and easily generate compliance-approved Zephyr reports from any location.

Compliance RulesZephyr OnDEMAND (ZOD) Sales is an innovative, web-based reporting tool that allows asset managers or advisory firms to fully empower their sales and marketing representatives by giving them the ability to quickly and easily generate compliance-approved Zephyr reports from any location.


ZOD Sales will help you:

  • Zephyr Analytics CenterProvide employees with access to Zephyr's powerful analytical tools in a controlled online environment
  • Increase the efficiency of your staff by eliminating reporting bottlenecks
  • Improve customer service by allowing your sales and marketing representatives to run performance and comparison reports anytime from anywhere while utilizing the most current data ZOD Report Sub-Windowavailable
  • Design report templates at the corporate level that will allow you to maintain brand integrity and marketing consistency while meeting FINRA requirements.
  • Eliminate compliance headaches by locking down report templates with appropriate analysis parameters and required disclosure language
  • Upload custom return data or take advantage of Zephyr's extensive data warehouse of global indexes and popular data vendor feeds for your reporting needs
  • Use Zephyr Analytics Center (ZAC) in ZOD Sales to get a deeper analytical understanding of your fund(s).

Who can benefit from ZOD:

Mutual Fund Companies - to empower both internal and external wholesalers or analysts in a compliant reporting environment

Other Asset Managers - SMAs, hedge funds, etc. who have a need for comprehensive on-demand performance analytics and comparisons

Financial Advisors - who need an efficient way to produce investment fact sheets or comparisons and to track investment markets

401(k) Plan Advisors - who need to provide better analyses of plan produce options

 
 
Informa Investment Solutions has acquired Zephyr Associates, Inc. Learn More