Nucleus launches portal for adviser clients

Nucleus launches portal for adviser clients

Nucleus has launched a portal to allow adviser clients to view their investments across digital platforms. 

Nucleus Go has been ‘extensively tested’ by users of the platform and gives access to information such as money paid in, withdrawals, fund switches, holdings, gains and losses, as well as more detailed investment analysis over any date range. 

The portal can be accessed on phones and tablets as well as other devices, allowing clients to view their portfolios at any time. 

The launch follows a push by Nucleus to have better client communications in the industry.

It has already made much of its adviser correspondence with clients paperless, including new costs and charges statements as part of Mifid II.

Andrew Smith, chief technology officer at Nucleus, said: "We are always looking for ways to make easier for advisers and their clients, so quality financial planning can be delivered in an efficient way.

"Technology is always at the forefront of our business and we are constantly looking for ways we can improve upon the platform and develop the user experience."

He added: "The initial testing phase has been well received from a selected group of Nucleus users, but we always want to receive feedback from anyone using the portal and the wider platform so we can keep developing and improving."

Martin Bamford, chartered financial planner at Informed Choice, said: "It's important financial planners embrace technology as a way to deliver a more efficient and engaging service to their clients.

"I would always question whether client communication is best served from a provider platform or the financial planner themselves. 

"There are plenty of affordable, secure communication and file storage systems available in our marketing, including the newly launched Filehaven, that allow financial planners to communicate online with their clients, according to their preferences."

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