Zurich launches funds portfolio management platform

Zurich International Life has launched a new digital capability designed to empower financial advisers and investors to manage their Zurich policy investments online.

The first-to-market platform seeks to provide advisers and clients with the ability to digitally rebalance investments.

“At Zurich, we want to help our customers better understand the importance of rebalancing their investment allocation and fund holdings,” explained Reena Vivek, chief operating officer at Zurich International Life, the life insurance arm of the Swiss-based global insurance company.

“With the Online Portfolio Management facility, they are empowered to have better-informed discussions with their financial advisers and manage their investments online with ease, helping them to achieve their life goals and aspirations. With this new functionality, customers can keep up-to-date with their investments and be empowered to actively manage where their money is being invested to ensure their investments are on track.”

A disciplined approach to rebalancing is important as it can create opportunities for higher investment returns. Rebalancing can help you to consolidate gains over short periods of time, manage volatility and investment risk by keeping a check on your equity vs bond allocation and ensure your investments do not exceed your risk appetite.

Executing important decisions such as switching funds and deciding on investment choices is now efficient and easy with Zurich launching their on-line switching capability, affirms Carine Moneyron, operations director – UAE, Nexus Insurance Brokers LLC.

ZIO Online Portfolio Management is designed in response to growing customer demand for a new level of transparency, agility and digital capability. Online portfolio management is simple, easy to use, and everything can be done on a smartphone or tablet.

“Delivering on our ongoing commitment to innovation and simplicity, this is yet another step in our journey towards offering more customer-focused solutions,” said Reena Vivek. “This new facility will result in a simplified user journey, faster processing and give our distribution partners and customers more control to manage their policies.”

Christopher Copper-Ind
Christopher Copper-Ind is Editor of International Investment.

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