Uscan is our investment analysis tool. This has been fully integrated into our technology platform. This allows you to run Uscan reports across a single portfolio, a single asset, one tax wrapper, or across all of your client’s tax wrappers.
- A client’s individual account on Quilter’s platform
- Multiple accounts for one client on Quilter’s platform
- Model portfolios
- Individual funds
- Time weighted return
- A clear summary of the charges and fees paid over the period that can be used alongside the MiFID II Costs and Charges report
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.