Uscan
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Why does an income payment show when my client only holds accumulation units?
Due to our size and scale we can negotiate competitive rates of rebates on most of our funds. Whe... -
What is included in Money Weighted Return?
The money weighted return measures investment performance and includes the size and timing of con... -
Why does Transactional UScan show performance net of advice & platform fees?
The UScan Transaction report is designed to show your clients their true investment experience. T... -
What types of Uscan reports are available?
There are three types of report available: Transactional reports are available for accounts, and... -
What enhancements have you made to Uscan?
Our existing Uscan tool provides a rich source of data for analysis of individual assets and port... -
Are there any changes to Uscan that mean certain data is no longer available?
We have made numerous enhancements to the report to help you have meaningful discussions with you... -
How long does it take for a Uscan report to generate?
Because our new Uscan reports include more transactional data than before, where your report cont... -
Can I continue to use the platform whilst I’m waiting for my Uscan report to be generated?
Yes, you can continue to use the platform after requesting the Uscan report allowing you to carry... -
Which items are excluded if you choose to run a short version of the Uscan report?
For transactional reports, the short version excludes: Fees and charges summary Information rati... -
Can I still export the model portfolio to FE Analytics for further analysis?
Yes, there is a ‘View in Analytics’ button next to the ‘Generate Report’ button, which will expor... -
For older accounts, how does the transactional report treat payments in/out, income, fees and charges and other transactions from more than five years ago?
The new report includes all transactions up to five years ago. Transactional reports for accounts... -
My logo used to be saved in the previous tool but does not appear in the logo box for the new reports. What do I need to do?
It’s quick and simple, all you need to do is a one-off re-upload of your logo. Click anywhere ins... -
I used to be able to add manual portfolio edits in the old system. Is this still available?
When you edit a model portfolio, historic Uscan reports will automatically include all previous v... -
Can I produce an aggregated report for all my clients’ accounts if they are held under two or more different customer references?
Uscan can aggregate up to six accounts within one report for each customer reference (sometimes k... -
For the 'traditional' reports, you used to have two types available: one with 'start date balancing'and one with 'end date balancing'. Are these still both available?
Previously, portfolio reports with both ‘start date’ and ‘end date’ balancing were available. ‘St... -
Is trail commission included in the fees and charges section of the transactional reports for Charge Basis 1 accounts?
Yes, trail commission is included in the performance data of the report. This is because trail co... -
In the portfolio reports, some funds have ‘^’ in the name. What does this mean?
In the ‘important information’ section, the following wording appears: ‘Past performance for the ... -
Some of the data is missing from the report, e.g. prospective risk score and some of the ratings. What’s happened?
When you run a Uscan report, you are given the option to vary the end date of the report. Where a... -
Some of my clients’ ISAs have previously been merged. How will these transactions be reflected on the transactional Uscan report?
The merger of the closed ISA will show as a transfer into the receiving account and previous tran... -
How can I improve the quality of my company logo when I produce a Uscan report?
To ensure your logo appears correctly on the Uscan report, it must not be larger than 585 pixels ... -
Why does my model portfolio not have a prospective risk score on the Uscan report?
Adviser model portfolios did not have a prospective risk score calculated when they were migrated... -
Is it possible for the performance ratio table to show figures for my model portfolio and benchmark?
We are working to build this functionality into the reports, which we expect to be delivered late... -
Can I produce an aggregated transactional report for all my client’s accounts if they have multiple ‘head’ accounts?
Up to six accounts can be aggregated onto a single transaction Uscan report where they are held u... -
Why is the performance of my model portfolio lower in the Uscan transactional report than in the Uscan portfolio report?
The model portfolio performance in the new Uscan transactional report, which is fully integrated ...