Skandia has launched an upgraded version of its U-Skan investment analysis tool.
Hosted by Financial Express, the updated tool allows advisers to analyse and assess the level of risk across all unit-linked investments held by clients, not just for the assets held in a single wrapper.
Selestia Investment Solutions and Skandia assets are automatically available and the tool can also report on investments held on other platforms.
Skandia says it has seen record increases in the use of its online services, with usage up 25% in 2007.
Skandia e-business marketing head Alison Everett says effective tool use is an efficient way of creating clear audit trails.
“In the new model of financial advice we are seeing increasing focus on investment strategy at a portfolio level, rather than just single products. Controlling and managing risk is absolutely central to this process,” she says.
“If a client has say a bond, a pension and an ISA, all with three different providers, this tool can provide them a consolidated analysis and view of their portfolio and really show whether their investment strategy is performing as intended.”
To comment on this story, contact:
0207 484 9793
Alzheimer’s is the most common cause of dementia
Total of 72 accredited firms
23% fall since Q1
Achievements, charity work and other happy snippets
Including advice firm Chadkirk WM