for financial advisers only

SkandiaView

Interactive guides

  • U-Skan

    Interactive guide to using Skandia’s market leading fund analysis and reporting tool.

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  • Valuations and policy information

    Interactive guide to accessing current and backdated valuations and policy information on Skandia Investment Solutions and SkandiaView.

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PDF guides

  • Build portfolios

    A detailed guide to help you build portfolios on SkandiaView.

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  • Manage portfolios

    A detailed guide to help you understand how to edit and maintain your bespoke portfolios, and how to link investments to a portfolio to manage your clients quickly and efficiently.

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  • Research funds

    A detailed guide to help you understand how to compare and filter funds, create customised fund tables and generate performance and analysis reports.

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  • Switching

    A detailed guide to help you understand how to switch current funds in an investment and redirect future regular payments on an individual or bulk basis.

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  • SkandiaView and back-office software

    This guide provides support information for how to link your chosen back-office software with Skandia data.

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  • Valuations

    A detailed guide to help you understand how to search and view valuations, look at unit statements for all policies and generate valuation reports for clients.

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