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Zurich portfolio tool on net

IFAs will be able to assess clients&#39 attitude to risk and build tailored portfolios using a new internet system from Zurich.

The online portfolio builder will ensure that fund selection can be fully justified and give evidence of fund recommendations.

The system will initially work with the sterling bond but will be extended over the coming months to cover the rest of the sterling portfolio including the investment bond, Isa, Pep transfer plan and investment account.

Sales promotion director Kevin Pearce says increasing regulation is putting more demands on IFAs&#39 time. He says: “While the existing fund centre has provided IFAs with popular functionality in the past, we are committed to constantly updating its offering to IFAs who see up-to-date technology as integral to their business.”


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