Popular with the adviser community, our Uscan tool is used to produce over 200,000 reports each year. We've built on the strengths of Uscan to create a new, fully integrated client report, helping you:
Our Uscan tool provides a rich source of data for analysis of individual assets, portfolios, existing and proposed investments. We have built on this capability, introducing a number of key enhancements.
Our new Uscan 'transactional report' includes:
The report can be produced in a long and short version.
In addition to the new Uscan report you can produce portfolio, single fund and new business reports. Allowing you to benchmark the performance of your own model portfolios, for analysis and to market the success of your own portfolios to your clients.
| What does it measure? | How can you use it? | |
| Time-weighted returns | Investment performance, taking into account;
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| Money-weighted returns | The rate of return of a client’s portfolio that includes the size and timing of adding and/or removing capital (i.e. deposits and withdrawals). |
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