Online Portfolio Management
A seamless way to manage Zurich policy investments online
You already have access to view your customer’s policy details and investment performance on Zurich International Online (ZIO). Now you will be able to review and switch policy current fund holdings and create a new investment strategy for future investments. This is also known as ‘Rebalancing’ investments.
Customer's (policy owners) also have access to Online Portfolio Management via their secure ZIO log in, and can send requests for switch and redirection directly to Zurich.
Rebalancing is important
An investment portfolio is made up of funds that may invest across asset classes like equities, bonds, etc. The amount of the premium invested into each fund is set as per your customer’s financial goals and attitude to investment risk. Over the course of a year the funds in the policy portfolio may earn a different return resulting in a weighting change in the fund holdings. Rebalancing helps to consolidate gains over a period of time and ensures the policy portfolio remains in line with your customer’s risk profile.
How Online Portfolio Management works
Simple, innovative, and built with you in mind, Online Portfolio Management offers many benefits
Portfolio Management user guide
Watch the 'How to' videos: 1. Introduction
2. 'How to' Switch
3. ‘How to’ Redirect
4. ‘How to’ apply a Managed Strategy
5. ‘How to’ leave a Managed Strategy
Haven't created your ZIO access yet?
Your administration team can help you create your ZIO access:
ZIO gives you a secure online access to manage your customer's policy investments online and view:
- Policy value and performance
- Protection benefits and beneficiary details
- Premium payment history
- Investment strategy and fund holdings
Make the most of your meetings with your customers to ensure their policy stays on track and they achieve their financial goals.
For more information, speak to your Zurich Account Manager.