Portfolio Reporting

Available online for portfolio clients. Zenith model portfolios provide a diversified multi-manager investment solution that is actively managed by Zenith on behalf of clients.

Designed for all major wraps and platforms, with performance updated monthly, the models aim to deliver optimal outperformance in all major asset classes compared to the median manager.

Three service levels are available.

  • 'Pre-set' models available for all wraps and platforms
  • 'Tailored' models designed in conjunction with clients to suit uniquebusiness requirements
  • Portfolio reporting - Detailed monthly and quarterly reports providing full attribution and look through analysis on existing adviser portfolios.