In the latest part of our popular series examining those little known features and tools on your favourite platform, we look at Skandia.
Portfolio planning Skandia has recently launched a new and improved version of its platform portfolio planning tool U-Skan 2.0 which has some powerful enhancements enabling financial advisers to measure and demonstrate the value of investment advice they are giving to clients. A unique feature of U-Skan 2.0 is its ability to show clients’ portfolio performance over time, accounting for historic fund switches and rebalancing. The tool also enables advisers to run ‘what if’ scenarios to show what would have happened to portfolios if an advice recommendation such as a fund switch or portf...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
