Standard Life has introduced enhancements to its Portfolio Analyser Tool. Advisers have the option of using it as a standalone resource or integrated with Client View on Adviserzone.
From within Client View advisers can:
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– Carry a client’s portfolio directly into portfolio analyser – without the need to re-key data
– Analyse a client’s FundZone mutual funds, SIPP, offshore and onshore bonds and other legacy Standard Life products
– Choose which of their client’s contracts to analyse
The enhancements mean advisers benefit from the following features:
– ‘What if’ functionality – illustrates impact of investment decisions at a date in the past
– Analysis of top 10 stock and fund holdings in the Standard Life Myfolio funds
– Can include or exclude cash from analysis
– Can save and retrieve personalised benchmarks
– Can analyse data in one or multiple fund universes
– Save functionality
– Personalise reports with their company logo
Ross Dunlop, Head of Transactional Platforms at Standard Life, said: "From talking to advisers we know the one thing they need more of is time. The enhancements and integration between portfolio analyser and client view save advisers time by removing the need to re-key data while eliminating potential errors in the fund selection area."
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By GlobalDataThis easy-to-use functionality will enhance the adviser and client experience and will give the adviser more time to spend with their clients. Following this successful rollout we have plans in place to extend to platform advisers in the near future,"Dunlop said.
The key feature reports have also been enhanced. Now offering greater flexibility, advisers can adapt reports for their own specific needs. Output options include:
– ‘What if’ scenarios
– Fund and statistical information
– Analysis of performance and benchmark comparisons
– Asset class and regional splits information
– Stock sector information and Top 10 holdings
– Risk v return
"This is another example if Standard Life supporting advisers in the development of a sustainable and profitable business, and how we can help them deliver excellent customer outcomes," Dunlop added.
Portfolio Analyser Tool enhancements will be rolled out on Fundzone and Wrap in the next few months.
