Portfolio scan
This tool provides detailed analysis on a newly created or existing client-specific portfolio, as well as comparing performance against a benchmark index.
How it works
- The scan compares the client's portfolio against a benchmark index over a specific period, analysing portfolio composition and top holdings, asset allocation, sectors and regions, cumulative and discrete performance and stock overlap.
- Generates a report that can then be printed and/or saved to your desktop.
Model portfolio analyser
This tool helps you to compare a client’s existing portfolio with one or more model portfolios, focusing specifically on returns against volatility.
How it works
- Identifies whether your client is exposed to too much risk for the anticipated returns.
- Identifies whether your client may be able to achieve better returns for the investment risk being taken.
- Can support a recommendation to move assets into a risk-rated model portfolio, created by Morningstar*, your firm, yourself or an investment adviser.
- Generates a report that can then be printed and/or saved to your desktop.
* Zurich is not responsible for, and does not endorse the Morningstar model portfolios that we make available on the platform.
Zurich Portfolio report
Developed with FE, the new Zurich Portfolio Report helps you collate information from across the platform supplying you with a single report for use during client reviews.
The report is aimed at reducing your administrative burden whilst delivering a review process that brings to life your clients’ investments.
The report is simple, straight forward, easy to understand and can be generated via the Zurich Intermediary Platform.
The report provides an all in one view of the portfolio and accounts within it, helping you to manage your clients’ tax position, structure client meetings and identify potential actions that need to take place regarding the client's investments.
How it works
- The report can be generated for individual, joint and trust portfolios across the following time frames:
- Since inception
- Last 6 months
- Last 12 months
- Current tax year
- Previous tax year
- Year to date
- With the exception of reports generated for the previous tax year, the data in the report will reflect the Portfolio's position as at the end of the previous day. This is reflected in the dates shown on the report.
- The report is generated from an FE web page which can be accessed via the client portfolio dashboard or from the portfolio search screen.