Preparing for client reviews is now easier! 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:
- Demonstrate the incredible value of your advice
- Save time within your business
- Support more meaningful discussions with your clients
Add value to your client service proposition
Our existing 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:
- 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 Old Mutual Wealth charges during the reporting period
The report can be produced in a long and short version.
See how our new report can help with client reviews or view an example of our transactional report. Use our user guide to help interpret the transactional report sections.
Powerful Portfolio Analysis
In addition to the new Uscan report you will continue to be able to produce portfolio, single fund and new business reports, as you can today. 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.
- View an example of our Historical Uscan Report (with portfolio rebalances included)
- View and example of our Traditional Uscan Report (with portfolio rebalances excluded)
Understanding money weighted/time weighted returns
| Time-weighted returns | Money-weighted returns |
| What does it measure? | What does it measure? |
Investment performance, taking into account;
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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). |
| How can you use it? | How can you use it? |
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