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Nucleus adds access and control tools to platform

Nucleus has added new functionality to its platform which it says will give advisers greater control and access to client accounts.

The latest additions are an update to its adviser self service functionality which Nucleus says makes it easier for advisers to make quick changes to regular payments and withdrawals.

The self service function allows advisers to change amounts, frequency and dates of regular payments and withdrawals online.

The IFA-owned wrap has also added a new management information tool through which advisers can access more information in summary format.

The tool includes management information screens allowing advisers to see a summary of assets as well as top 10 clients, assets, model portfolios and account types by AUA across their business book.

Nucleus Platform Development Group member Mark Reeve says: “Simple administration and easy access to relevant information, in my opinion, are the key reasons for using a wrap platform and these latest enhancements are all about doing just that.”



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