Skandia introduces online adviser tool

Skandia has introduced an online tool for advisers with clients invested in its wrap-based Multisa w...

Skandia has introduced an online tool for advisers with clients invested in its wrap-based Multisa with the aim of creating individual Isa campaigns. The service lets advisers identify how much clients have left of their annual Isa allowance and can print out bulk letters advising investors to consider topping up before the end of the tax year. Users can import client information from existing data bases and alter portfolio allocations in bulk, allowing advisers to contact potentially thousands of clients at once.