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Zurich adds an online tool for portfolio plans

Zurich is offering an online portfolio planner to help financial advisers build and manage client investment and pension portfolios.

The company says the internet-based tool is designed to assist in identifying client risk appetite and optimise investments to meet defined goals.

The Zurich portfolio planner gives advisers access to around 26,000 market funds and nine generic product wrappers.

Investment management director Paul Wright says the tool helps advisers to provide independent advice unfettered by product provider imposed restrictions.

He says: “With ZPP, you can compare the asset mix for the whole of a client’s existing portfolio against their target asset mix. Typically, advisers are restricted to only the funds from the tool provider. ZPP will make advisers’ lives easier, and save them time not just for new business but also with portfolio planning and annual reviews.”

The planner offers control over charging with advisers able to set default charges for different product wrappers.

It provides 30 frequently updated model portfolios developed by Towers Perrin covering different risk profiles, time horizons and commercial property.

Zurich says the tool provides five client objectives, modelling accumulation and income oriented objectives. It also features a rebalancing option so that advisers can see actions required to rebalance a client’s existing portfolio. An unbranded client report issues reports that can be viewed, saved and amended for future use.

The release of the planner follows the recent launch of the company’s inheritance tax planning tool.

Wright says: “We are committed to providing advisers with tailored planning tools to meet their clients’ needs. Clients do not want to talk just about products, charges and funds. They want to talk about their financial goals, aspirations and the likelihood of achieving them and ZPP equips advisers to do this.”


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