• Home
  • Multi-Asset
  •  
    Retirement
    • Pensions
    • Income
    • Investment
    • Regulation
    • Estate planning
    • Equity release
  •  
    Your profession
    • Adviser tips
    • Business models
    • Companies
    • People
  • Regulation
  • Tax planning
  • Protection
  • Diversity
  • Events
  • Whitepapers
  • Industry blogs
  • EM and Asia spotlight
  • Newsletters
  • ESG spotlight
  • Sign in
  • Events
    • Upcoming events
      event logo
      Professional Adviser's Working Lunches in partnership with Orbis Investments - 2019

      Join us in March for the Professional Adviser Working Lunch series in partnership with Orbis Investments.

      • Date: 05 Mar 2019
      • Knutsford, Leeds, Surrey, Bristol
      event logo
      Professional Adviser Working Lunches 2019 - Baillie Gifford & First State Investments

      Professional Adviser is delighted to announce the launch of the new Working Lunches in partnership with Baillie Gifford and First State Investments. Travelling across the UK to provide valuable market insights for Senior Financial Advisers.

      • Date: 13 Mar 2019
      • Southhampton, Worcester, Durham, Norwich, Liverpool, Exeter, Sheffield, Leicester, Nottingham
      event logo
      Professional Adviser 360 2019

      The highly anticipated Professional Adviser 360 conference is taking place on 25th April 2019 at The Brewery in London.

      • Date: 25 Apr 2019
      • The Brewery Chiswell Street London EC1Y 4SD, London
      event logo
      Fund Manager of the Year Awards 2019

      The 2019 Fund Manager of the Year returns on Thursday 27th June 2019, Grosvenor House Hotel, London. Save the date.

      • Date: 27 Jun 2019
      • Grosvenor House Hotel 86-90 Park Lane Mayfair London W1K 7TN, London
      View all events
      Follow our events

      Sign up to receive email alerts about our events

      Sign up
  • Whitepapers
    • Find whitepapers
      Search by title or subject area
      View all whitepapers
  • Sign in
  •  
    •  

      Personalise your on site experience

      Download and use the apps

      Access your subscription from outside of the office

      Get relevant news and insight straight to your inbox

      Sign in
     
     
      • Newsletters
      • Account details
      • Contact support
      • Sign out
     
  • Follow us
    • RSS
    • Twitter
    • LinkedIn
    • Newsletters
    • YouTube
  • Register
  • Industry blogs
  • EM and Asia spotlight
  • ESG spotlight
Professional Adviser
Professional Adviser
  • Home
  • Multi-Asset
  • Retirement
  • Your profession
  • Regulation
  • Tax planning
  • Protection
  • Diversity
 
  •  

    Personalise your on site experience

    Download and use the apps

    Access your subscription from outside of the office

    Get relevant news and insight straight to your inbox

    Sign in
 
 
    • Newsletters
    • Account details
    • Contact support
    • Sign out
 
Professional Adviser

Selestia's 'P-Scan' to offer client reports and portfolio analysis

  • Tweet  
  • Facebook  
  • LinkedIn  
  • Google plus  
  • Send to  
0 Comments

IFA fund platform Selestia is expecting to launch additional portfolio by the end of June to provide...

IFA fund platform Selestia is expecting to launch additional portfolio by the end of June to provide clients with a huge array of analysis and report-building on fund portfolios.


Called P-Scan, the portfolio analysis tool is able to create PDF-format reports containing in-depth performance and risk analysis, portfolio performance charts, aggregated back-tested portfolio performance data as well as analysis of geographical and sector weightings, all of which can then be printed or sent to a client.

Related articles

  • Janus Henderson adjusts pricing approach on £2.8bn Property fund
  • 'Broken platform market' exposed by data from the lang cat
  • SJP directed to waive client's exit fees after 'catalogue of errors'
  • Vicki Bakhshi: Five responsible investment themes to watch in 2019
  • Succession Wealth planner becomes CISI Birmingham president

P-Scan was designed to help IFAs manage the investment adviser's workload by highlighting an individual client's exposure to particular stocks or asset allocations, and giving intermediaries the chance to respond to each client's portfolio fluctuations.


Design and build of the new tools was outsourced by Selestia to Financial Express, the company behind TrustNet and UK Wire and the firm which also supplies much of the price, performance and factsheet data for P-Scan through the Financial Express Webfund service.


Performance and risk analysis is able to cope with Alpha, Beta, Sharpe Ratios and other standard deviations, while performance charts can be benchmarked against different indices and sectors.


Further asset class breakdowns and top ten stock holdings will also offered as part of the investment analysis top provide the customised client analysis says Bill Vasilieff, marketing director at Selestia.


"P-Scan will enable the IFA to take a snap shot of the client's existing investments, investigate their top ten holdings as well as their geographic exposure," says Vasilieff.


"This will enable the IFA to clearly access and compare the risk element of the existing portfolio with the client's current attitude to investment risk as outlined in the risk profiler. P-Scan will also provide the IFA with the facility to back test portfolios, comparing them with past performance tables if desired," he adds.


Testing of the system has been completed by IFAs, and any small adjustments should be finished in time for launch, says Selestia.


  • Tweet  
  • Facebook  
  • LinkedIn  
  • Google plus  
  • Send to  

More news

Janus Henderson amends pricing of property funds
  • Property Investment
Janus Henderson adjusts pricing approach on £2.8bn Property fund

To promote 'long-term investment'

  • 15 February 2019
  • Wrap/platforms
'Broken platform market' exposed by data from the lang cat

Switching 'hard and expensive'

  • 15 February 2019
  • Your profession
SJP directed to waive client's exit fees after 'catalogue of errors'

Ombudsman decision

  • 15 February 2019
There might be smaller, more nimble funds performing better than larger ones in the IA universe
  • Investment
How much does fund size matter?

Smaller funds still packing a punch

  • 15 February 2019
Green hand
  • SRI
Vicki Bakhshi: Five responsible investment themes to watch in 2019

To drive progress

  • 15 February 2019
Back to Top

Most read

SJP directed to waive client's exit fees after 'catalogue of errors'
'Broken platform market' exposed by data from the lang cat
Janus Henderson amends pricing of property funds
Janus Henderson adjusts pricing approach on £2.8bn Property fund
Green hand
Vicki Bakhshi: Five responsible investment themes to watch in 2019
Succession Wealth planner becomes CISI Birmingham president
  • About Us
  • Contact Us
  • Marketing solutions
  • Terms and conditions
  • Privacy and Cookie policy
  • RSS
  • Twitter
  • LinkedIn
  • Newsletters
  • YouTube

© Incisive Business Media (IP) Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR, registered in England and Wales with company registration numbers 09177174 & 09178013

Digital publisher of the year
Digital publisher of the year 2010, 2013, 2016 & 2017