Tools available on our Platform
We offer eValue and Financial Express tools on our platform to help you with all aspects of assessing and meeting your clients needs. From tools that help you assess your clients attitude to risk to forecasting tools like the Pension Freedom Planner that helps you discuss with your client how long their money will last in retirement compared to their possible longevity. These tools are completely independent of Zurich and so can show no bias towards a Zurich solution.
You can find details of the tools we have available on our platform below.
To access the tools you will need to log in to the Zurich Intermediary Platform.