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This is all about Client View

A wealth of information at your fingertips


Hello, Policy values on Client View

As part of our ongoing efforts to continuously enhance our offering, we are delighted
to announce the launch of Client View on brokerzone.

Client View will play a significant role in improving your client relationship; it brings a
wealth of quality information at your fingertips and will enable you to service your clients
more efficiently
, giving you more time to advise.


You will have access to:

  • Real time fund values
  • Shares and ETFs values
  • Deposit details
  • Premium history
  • Client reports in word format

  • How to access Client View


    Simply click on the flashing ad on the right handside and enter your brokerzone login details.
    You can also access Client View, by clicking on the Policy values icon on the homepage.

    If you have forgotten your login details, you can call us on 1890 343404.