Advisers can now access real-time valuations on Zurich products after the investment firm linked to a Quay Software.
Through Quay’s Client Care Desktop (CCD) software package for IFAs, advisers can instantly upload all relevant fund and valuation details on their clients’ individual plans with Zurich, including fund names and the number of units and fund valuations. The Zurich products available to view through Quay include all its Sterling Investment Bonds, pensions products (including the unit-linked pensions formerly branded Eagle Star and Allied Dunbar), and the Zurich unit-linked bonds. Paul Kenmir, Zurich’s e-capability director in the UK, says: “The link with Quay is the next step in our e-capa...
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