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

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. P-Scan was designed to help IFAs manage the investment adviser's workload by highlig...