View more on these topics

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.”

Recommended

17

Labour wants new Consumer Bill to stop ‘rip-off’ pension charges

Labour leader Ed Miliband says he would introduce a new Consumer Bill to give the Financial Conduct Authority powers to stop “rip-off surcharges” by banks and pension companies. Speaking at an event in London ahead of this week’s local elections, Miliband laid out what the party would announce in next week’s Queen’s Speech if it […]

Proc and roll

Our panel consider the merits of a ban on non-advised sales and a plan for procuration fees based on business quality

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com