Uscan is a powerful interactive analytical tool for both pre- and post-sale business, which allows advisers to review the funds and performance data for the following:
- Valuations at the start and end of the reporting period
- Money in and out of your client’s account, plus a money-weighted return measure
- Up to five years of transaction and performance data on each account
- The value of your client’s account over time versus net payments
- Time-weighted returns
- The ability to add your own commentary to the report
- Summary of adviser fees, discretionary portfolio fees and Quilter charges during the reporting period.
Reports are available at all stages of the client’s investment lifecycle, thereby creating continuity of advice from pre-sale, through to new business, and into the client review process. It can be used to research and evidence your recommendation that your client should invest or switch into a fund or portfolio of funds.
For account reviews, the tool will report on all of the historic holdings held in the account since inception, not just the current funds. You can choose to exclude the most recent switch from the report, or add in a fictional switch to show the performance had it taken place.
For reports on model portfolios, the switching history can be included or excluded in the performance charts, one or more transactions excluded, and fictional switches can be added at a date of your choice.
These extra features can really bring to life the value of your investment process and advice to your client.
The investment or portfolio can be benchmarked against one or more funds, a sector average or index to further evidence how it is performing. When choosing funds as a benchmark, you can use funds offered by Quilter or funds available externally.