Adviser model portfolios did not have a prospective risk score calculated when they were migrated from the old platform to the new one. Once the model portfolio has been edited on the new system the prospective risk score will be calculated and will then appear on the platform and in the Uscan report. Until the model portfolio has been edited, a score of ‘0’ will appear in the traditional and historic portfolio Uscan reports.
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- Why does an income payment show when my client only holds accumulation units?
- What is included in Money Weighted Return?
- Why does Transactional UScan show performance net of advice & platform fees?
- What types of Uscan reports are available?
- What enhancements have you made to Uscan?
- Are there any changes to Uscan that mean certain data is no longer available?
- How long does it take for a Uscan report to generate?
- Can I continue to use the platform whilst I’m waiting for my Uscan report to be generated?
- Which items are excluded if you choose to run a short version of the Uscan report?
- Can I still export the model portfolio to FE Analytics for further analysis?