Wealth Management and Investment Planning

Our Wealth Management and Investment Planning solutions are designed to help your advisors provide outstanding service to your clients and attract new clients to grow your business. Oversight and compliance efforts can be greatly enhanced with our active portfolio monitoring system to manage risk with minimal resource requirements.

Delivered as SaaS (Software as a Service) in as little as two sessions with our system configuration specialists, these proven Informa solutions can be deployed independently to complement your existing systems or in conjunction with other industry products to dramatically improve productivity and drive profitability for wealth management firms of all sizes.

ComplianceIQ is a service that enables wealth management firms to ensure compliance with fiduciary quality investment standards and provides for a complete, prudent investment monitoring process. ComplianceIQ also provides firms with a solution to manage regulatory requirements, investment business practices and client servicing levels in an efficient and scalable manner while providing efficient management oversight. Learn More


Utilizing a comprehensive approach in the review and ongoing management of life insurance policies, InsuranceIQ™ offers a complete workflow management and trust administration system. The professionals of InsuranceIQ™ bring over 100 years of trust and insurance experience to provide a unique vision and purpose, enabling the solution to:

  • Focus on the trustee and deliver unbiased and objective evaluations of Trust Owned Life Insurance (TOLI) policies;
  • Provide an easy-to-use technology based platform that creates trust administrative efficiencies;
  • Provide a risk-management system to fulfill fiduciary, regulatory and compliance needs.
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WealthIQ is an investment advisory sales and planning system. It allows advisors to:

  • profile their clients and prospects
  • develop suitable asset allocation strategies
  • construct portfolios
  • educate themselves and their clients with regards to product offerings
  • create investment plans and investment policy statements, and
  • provide intuitive and compelling proposals
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AllocationADVISOR is Zephyr's comprehensive asset allocation, optimization, and portfolio simulation software. AllocationADVISOR is included with all StyleADVISOR software licenses, but can be purchased on a standalone basis as well. With AllocationADVISOR you have everything you need to effectively determine the best investment allocations for your client portfolios and to produce great looking reports that communicate your analysis clearly and concisely.

Learn More at Zephyr Associates' AllocationADVISOR page


To use the Product Finder below, review the workflow activities listed on the top: Prospect, Plan, Manage, and Report – and select the corresponding product on the left for more information.

Product Finder

APPLICATION
ComplianceIQ  
InsuranceIQ    
WealthIQ
Zephyr AllocationADVISOR