NEW Prisma Client Dashboard to help save you time
Fed up with spending hours preparing for client meetings? Well you are not alone! Frustration as the length of time it takes to prepare for client meeting was one of the key insights we got from Financial Brokers and Advisers. We think our new Client Dashboard will free up your time so you can spend more with clients (rather then preparing for clients!)
The Client Dashboard provides you and your client with a holistic overview of all Pension, Savings & Investments and Protection policies currently held with Zurich Life. Not only that, we have also fully integrated the Prisma Platform financial planning tools directly into the Client Centre so that you can automatically risk rate a client’s existing portfolio, work out their attitude to risk, build a bespoke investment solutions or even just plan the retirement income they will need .
Just click here to start using the Client Dashboard for yourself.