Informa Investment Solutions

Informa Investment Solutions is a provider of advanced financial technology services, offering investment management tools that enable wealth managers and financial advisors to enhance their portfolio management and analytics capabilities. Informa Investment Solutions specializes in offering financial technology solutions that support the investment management needs of financial professionals. The company is headquartered in White Plains, US. Founded by industry experts, Informa Investment Solutions has remained focused on developing transformative technology for financial services without significant pivots in strategy or operations since its inception.

IGM Zephyr offers a robust suite of financial technology solutions designed to meet the diverse needs of financial advisors, wealth managers, and market professionals. The core product offerings include an award-winning investment management platform that encompasses portfolio analytics, asset allocation strategies, investment manager research, proposal generation, and attribution analysis. These tools empower users to optimize investment portfolios, assess risk tolerance, and ensure compliance with regulatory standards. The platform is tailored to facilitate comprehensive evaluations of portfolio performance and to help in generating reliable trust management performance reports.

IGM Zephyr primarily serves clients in North America, Europe, and Asia, ensuring that financial professionals in these regions have access to real-time data and insights to make informed decisions. The revenue model for IGM Zephyr is primarily structured around subscription-based services, where clients pay for access to the comprehensive suite of investment management tools and analytics. This model allows financial advisors and wealth managers to leverage the platform for a continuous, year-round engagement, enhancing their service offerings to end clients. Clients typically subscribe to the Zephyr platform at varying levels depending on their needs, engaging in a partnership that supports portfolio management and compliance.

Additionally, the firm generates revenue through structured partnerships with institutions that utilize its services for both internal and external client management. By providing powerful, actionable insights into capital markets, the company aligns its revenue streams with the ongoing needs of its professional client base, ensuring sustained engagement and usage of its flagship products.