The new report includes all transactions up to five years ago. Transactional reports for accounts more than five years old will take the value of the holdings as at five years ago and also assume this figure is the total net payments in for the account.
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Answers in this section
- 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 Iām 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?