United Arab Emirates - Zurich International Life Ltd (Zurich) has launched a new digital capability to empower financial advisers and investors to manage their Zurich policy investments online. This first-to-market solution provides advisers and their 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,” says Reena Vivek, Chief Operating Officer at Zurich International Life Ltd. “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. https://www.morganstanley.com/articles/rebalancing-effect

''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,” asserts says Reena Vivek, Chief Operating Officer at Zurich International Life Ltd. “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.” 

For more information on Zurich’s financial solutions, visit www.Zurich.ae

-Ends-

© Press Release 2018