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Zephyr’s PSN SMA Data Group Partners With IMSS Providing A Turnkey Data Management Solution

BOSTON, Massachusetts, June 29, 2022 – Investment Management Support Solutions LLC (IMSS) has announced a partnership with Zephyr, a subsidiary of Informa plc (LSE: INF) and PSN SMA Data Group, allowing investment managers to extend the distribution of qualitative and quantitative information globally. The announcement comes at a time of significant growth within the managed account sector for investors as well as double digit growth in new managed account offerings.

Trisha Sandoz, IMSS founder and CEO is “pleased to partner with PSN SMA Data Group to provide a cost-effective, efficient data solution to its global client base through our proprietary Data-Centrix™ automation software. Through this partnership, clients can dramatically reduce resource allocations and improve quality of data management through this innovative solution.”

Margaret Tobiasen, Senior Vice President of Data Distribution, who oversees PSN SMA Data Group adds that "PSN continues to offer an important platform for investment managers to showcase their products; we look forward to additional opportunities that our partnership with IMSS will bring to our managers.“


IMSS is a leading resource for database management and automation. The company also provides vital database overview, existing profile clean-up, ongoing updates and maintenance. Its comprehensive onboarding is customized for new firms, offering a strategic review to maximize client goals. IMSS also assists with managers with initial draft RFP & DDQ creation. Visit to learn more.


Zephyr PSN SMA Data Group is the longest running SMA database in the world. Over the nearly four decades since it launched, PSN has continually pioneered the delivery of valuable SMA data to its customers, always accurate, consistently verified. Where there was no access, PSN built inroads and set the standard in 1984. Today, it leads the way in providing unbiased, high quality, detailed information across 2000 data points.


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