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Zurich Intermediary Platform

As a fundamental part of any successful adviser business, platforms need to be versatile, dependable and easy to use. The Zurich Intermediary Platform delivers on all three of these, giving you more time to spend working towards great client outcomes.

How can the Zurich Intermediary Platform benefit me and my clients?

  • Reassuringly predictable

    In our world of rapid digital change, sometimes predictable is good.

    Predictable technology

    While working with clients, the last thing you want are platform problems, so our reliable, proven platform technology in association with FNZ could be just what you're looking for. And, just to be reassured, Zurich's approach is to think for the long term and we're not changing our approach any time soon.

    From building wealth to making it last

    Whether your clients are looking to grow their wealth or make it last into their retirement, our platform's rich functionality makes it suitable for a broad range of client types.

    Giving the reassurance you need

    With your client's financial future at stake, our platform provides the dependability and administrative capabilities you expect and need. Add to that our commitment to the UK adviser market, and we think there's a lot you'll like beneath our reserved exterior.

    Charges at a glance

    Fees, charges, costs and more with our structure guide.

    Get in touch

    If this all sounds good, contact your Zurich Account Manager on 08085 546 546 or speak to our dedicated Platform Adoption team on 0345 266 1988 to start writing business with us.

  • Great experience, great functionality

    With just one client signature needed to give you authority to open wrappers and take other actions, our platform allows you to manage portfolios your way.

    Efficiency and security

    Control who sees what on the platform within your business and decide which of your clients would benefit from accessing their Zurich Portfolio online through our mobile optimised portal.

    Choice and convenience

    You'll enjoy access to over 3,600 funds, 35 DFMs and UK-listed securities such as ETFs, investment trusts, equities, gilts and bonds. Allowance ISA trackers, IRESS data integration, two-way integration with Intelligent Office and Distribution Technology and phased investment capability combine to make your job much easier.

    Features made for you

    Whether moving and managing cash or integrated client reporting, our platform gives you everything you need to support your clients every step of the way.

    You'll also have a suite of tools from EValue and FE, supporting financial planning, at your disposal.

    Get in touch

    If this all sounds good, contact your Zurich Account Manager on 08085 546 546 or speak to our dedicated Platform Adoption team on 0345 266 1988 to start writing business with us.

  • Great client outcomes

    Our platform is not only convenient and easy to use, it also prioritises giving your clients peace of mind.

    Family discounts

    We offer charge discounts through a family linking facility for three generations of family members and we pre-fund everything we possibly can, including client withdrawals.

    For you and your clients

    Your clients are yours alone; we will never proactively market to your clients. Instead we endeavour to ensure you can deliver on your promises.

    Risk management

    We know a thing or two about protection and risk management; it's been at the core of our business since 1917, and we're happy to use this experience and expertise to create certainty and protection wherever we reasonably can. Our individual and joint portfolios have the option of protection cover.

    Get in touch

    If this all sounds good, contact your Zurich Account Manager on 08085 546 546 or speak to our dedicated Platform Adoption team on 0345 266 1988 to start writing business with us.

    Charges at a glance

    Fees, charges, costs and more with our structure guide.

  • Comprehensive support

    The support you need, whenever you need it.

    Tailored solutions

    From technical queries to troubleshooting the platform, our specialist team are ready to respond quickly and effectively.

    Building value

    With regular adviser-led round-tables, CPD-accredited events and structured training, we strive to get you the best possible value at all times.

    Get in touch

    If this all sounds good, contact your Zurich Account Manager on 08085 546 546 or speak to our dedicated Platform Adoption team on 0345 266 1988 to start writing business with us.

Hear our experts talk about the retail platform, intergenerational planning, Horizon funds, and MiFID II

Tax wrappers

Choose from a comprehensive range to meet your clients' needs.

Protecting your clients' portfolio

Are your clients thinking about investing in stocks? Our Investment Life Cover and Accidental Death Cover could help protect their portfolios.

Platform updates

From launching new products to making changes to support you through the most recent regulatory change.

Our Platform tools

Access to a range of independent tools from EValue and Financial Express.