The portfolio manager is an independent tool from FE enables you to create, analyse and present up to twenty portfolio recommendations to your clients. It can:
- Analyse Zurich’s life funds as well as unit trusts and OEICs.
- See asset allocation, sector split and geographical weightings.
- Prevents overlap and will help you measure and monitor the diversification of your clients’ portfolios.
- Once your portfolio is created it will be stored. You can easily monitor and update online - ready for client reviews.
- This tool is at no cost to you.
Please note: Only tracks fund performance. Does NOT take into account product charges, fees or expenses.