Skandia links with Morningstar to ease client portfolio analysis

Skandia advisers can now import client information held on the platform directly into Morningstar's investment practice and portfolio management system for analysis. The Adviser Workstation gives advisers access to quantitative performance and risk measures, as well as operational and asset allocation data. Skandia marketing manager Michael Barrett said: "It will give advisers flexibility in the way they analyse portfolios within a robust and repeatable process, with a full audit trail retained in the platform." Morningstar adviser products manager Ana Georgiou said advisers using ...