Skandia UK - U-Skan

Watch our video to find out how Skandia’s portfolio analysis tool, U-Skan, just got even more powerful:

Analysing investments at the touch of a button

U-Skan is Skandia’s sophisticated investment analysis tool. It allows you to study the underlying assets of existing Skandia client accounts, model portfolios, individual funds or all of a client's existing unit-linked holdings.

In a click, U-Skan gives you interactive cumulative performance charts and risk/return data, a breakdown of a portfolio’s underlying holdings by asset class, geographical region and stock sector, listing the top ten holdings and their stock overlaps.

Two different U-Skan reports are available to suit your needs:

A financial adviser report – providing comprehensive detail for your analysis.
Client report – designed specifically to provide a useful summary that you can present back to your clients.

U-Skan is available on Skandia Investment Solutions and SkandiaView.

The launch of U-Skan 2.0 has greatly enhanced the reporting capabilities you can provide to your clients through the tool. The upgrades include improved performance charting, with the addition of a portfolio switch history and the ability to add 'what if' scenarios, more comprehensive benchmarking options and greater clarity in risk reporting.

Watch our enhanced features guides to find out more about the improvements we’ve made, from how to access the tool through to the content of the reports themselves.

U-Skan enhanced features guides

How to get to U-Skan

U-Skan for model portfolios

Benchmarks on U-Skan

The different U-Skan report types

U-Skan report content

Download a presentation that provides an overview of the improvements we have made with U-Skan 2.0 and the benefits to you and your clients'.