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Stay relevant with modern tools supported by a dedicated team

Technology

Technology is a vital part of how we communicate with Associates and clients.

Zeus, our in-house extremely comprehensive, constantly evolving state-of-the-art secure online reporting system is made available to our Associates and their clients.

Zeus streamlines and simplifies complex processes freeing time to be spent on productive activities. This significantly differentiates our members from many of their competitors.
Zeus provides:

  • Total investment value and portfolio performance
  • All of your clients portfolios
  • Value and performance of each asset
  • Asset and currency allocation
  • Past values
  • Graphic performance versus various indices

More than an information system, Zeus is an extremely powerful sales tool when used in regular client reviews, in person or on-line.

Associates Library

Having the right information at your fingertips is vital.

The Associates library is available as a section of Zeus and will provide you with a mobile office to ensure you will always have exactly what you need, when you need it.

Contents include:

  • Strategy fact sheets for all Unit-linked plans
  • Life company illustration systems
  • Proposal requests
  • Analysis requests
  • All Elgin internal documentation
  • Access to regulatory forms
  • Custodian forms
  • Examples of funds we approve

Zeus is a fully integrated CRM system designed to help you interact with current and future clients. In addition, our in-house IT team are on hand to help you with all of your technology-related queries

Download factsheet below

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