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
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Please note: Only tracks fund performance. Does NOT take into account product charges, fees or expenses.