Powered by MOMENTUM MEDIA
investor daily logo

Zurich rolls out risk data feeds

  •  
By Rachael Micallef
  •  
1 minute read

Zurich Financial Services has launched several automated risk data feeds to improve adviser efficiency.

Available on the XPLAN financial planning platform, they allow advisers to efficiently access in-force policy and client information, which is updated daily.


"This is all about making life easier for advisers who do business with us by removing the need to manually enter updates to client and policy data," said Philip Kewin, general manager, retail life and investments.


The data feeds contain full details of each client and their associated risk and investment policies, which are then used to manage client information and communications and policy information.