Zephyr OnDEMAND Sales
Zephyr OnDEMAND Sales (ZOD) is a cutting-edge, web-based reporting tool designed to work in
complement with the industry leading Zephyr StyleADVISOR desktop software. ZOD Sales 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 reports on-the-fly from any location.
www.informais.com
Zephyr OnDEMAND Sales
ZOD S ales will help you:
Provide employees with access
to powerful analytical tools in a
controlled, online environment
Increase the efficiency of your staff
by eliminating reporting bottlenecks
with pre-created templates
Use Zephyr’s Analytic center in ZOD
Sales to gain a deeper analytical
understanding of your fund(s)
Design report templates at the
corporate level , while maintaining
brand integrity and marketing
consistency, allowing your sales and
marketing teams to run performance
and comparison reports as needed,
using current data
Eliminate compliance headaches by
locking down report templates with
appropriate analysis parameters and
required disclosure language
Upload custom return data or take
advantage of our extensive data
warehouse of global indexes and
popular data vendor feeds for your
reporting needs
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For more information or to schedule a product demo, email sales@informais.com today.
Zephyr OnDEMAND Sales
Leverage the Power of Zephyr Analytics
The Zephyr Analytics Center’s interactive tables and graphs in ZOD Sales allow users to
obtain a deeper analytical understanding of their fund(s) in real time Users have the
ability to change parameters, access multiple charts, as well as various MPT statistics.
Users may run peer analysis and compare multiple managers at the same time. The
Zephyr Analytics Center API is also available for purchase to embed on an intranet or
internet site or proposal system.
Flexible Site and Report Template Design
ZOD Sales allows you to create customized
product reports that are not “canned” in any
way. ZOD Sales’ flexible template design
provides an excellent way to maintain brand
integrity. You can design report templates
with custom logos, colors, fonts, and more,
and easily set up templates to auto-populate
specific company or marketing language.
Once templates are designed, they can
be secured so end users cannot make
unapproved changes at run time. At the
same time, ZOD Sales reports can be
personalized with rep and client names,
meeting date, etc. or specific report notes,
if you wish. Once the system is launched, your ZOD Sales administrators exercise full ongoing
control over user access, user groups and report options, and have the ability to make
changes to existing report templates or upload new templates to the platform as needed.
Improve Workflow
Manage Compliance
ZOD Sales will improve your company’s sales and marketing workflow and eliminate
reporting bottlenecks by providing sales professionals and wholesalers with a “self-serve”
portal where they can obtain analytical information and generate approved product
performance reports anytime. Since ZOD Sales is hosted on our secure servers, data is
always up-to-date and carefully controlled. ZOD Sales clients know that immediate access
to real-time information is crucial in delivering superior customer service and staying
ahead of the competition.
ZOD Sales was designed as a complete compliance management solution. Defined templates
can be created to auto-populate fund-specific disclosure language, FINRA and SEC required
disclaimers, or standardized performance data anytime an end user generates a specific
view or report. Through the administrator log-in, you can control report parameters such as
benchmarks, universes, time periods, and style bases by simply defining the choices an end
user can select. Client administrators can also set permissions and security controls at the
end user or group level.
For more information or to schedule a product demo, email sales@informais.com today.
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Zephyr OnDEMAND Sales
Who can benefit from ZOD S ales:
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 product options
SUPPORT
At Informa Investment Solutions, our software licenses are allinclusive, so you will never pay more for technical support, product
updates or training. Our staff includes investment professionals
with real world investment consulting experience and recognized
industry designations. Our professional services staff will guide
you all the way through the ZOD Sales design and implementation
process and will continue to support you after the system goes live.
At Informa Investment Solutions, you will benefit from the breadth
of knowledge and experience of our dedicated staff.