Adviser platform Nucleus has today announced the launch of its new communication portal tool.
Nucleus Go will allow advisers to engage with their clients digitally and is the platform’s first mobile-first offering.
Clients will be able to access the portal on mobile and tablet devices to view their portfolios in real time and see payment and withdrawal information, as well as fund switches and profits and losses.
The portal follows Nucleus’ aim to make adviser correspondence paperless including the new costs and charges statements as part of Mifid II.
Nucleus chief technology officer Andrew Smith says: “Advisers are integrating technology into their businesses more than ever before, and this engagement has allowed us to really focus on how we can improve our own technology to help them.
“Our initial testing phase was well-received, and we are looking forward to rolling Nucleus Go out widely.”