Zurich has launched the Portfolio Planner, an online tool to help financial advisers build and manage...
Zurich has launched the Portfolio Planner, an online tool to help financial advisers build and manage their clients’ investment and pension portfolios. It helps IFAs identify client risk appetite, and gives them access to data on asset classes and over 26,000 funds. The tool also has a rebalancing option and allows advisers to forecast alternative investment portfolios. There are also 30 frequently updated model portfolios and nine generic product wrappers available. Paul Wright, investment management director at Zurich, said: “With ZPP you can compare the asset mix for the whole of a ...
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