Zurich launches online portfolio planner

Zurich Portfolio Planner (ZPP) helps advisers assess their clients’ risk appetite and gives them access to fund data from Financial Express for existing client portfolio analysis. It offers advisers access to a rebalancing option and allows them to forecast alternative portfolios. The tool also enables advisers to set default charges for different product wrappers and gives them 30 frequently updated model portfolios. These cover different risk profiles, time horizons, and the inclusion or exclusion of commercial property as an asset class. Paul Wright, investment management director at ...