Adviser-owned platform Nucleus has plans to launch a portal to allow clients to view their investments in one place.
The portal will be launched in the next two months, according to Nucleus.
At the moment, the platform is trailing the portal with its adviser clients and will be asking for feedback on how the service can be improved before the full roll out.
Nucleus has more than 800 adviser clients but did not say how many of those were taking part in the pilot of the service.
Rachel Vahey, product technical manager at Nucleus, said: "Ultimately we want to help our advisers help their clients.
"There’s a general trend towards clients expecting to have access to information in one place. The world is changing in the way that people expect these tools [to work]."
The portal will allow Nucleus advisers to view the investments of their clients in one place to ensure quicker access.
Garry Hale, owner of HK Wealth Managers, has been involved in the pilot. He said: "We are excited about the forthcoming launch of the Nucleus new client portal.
"This will further enhance the investment experience by providing clients with a much more modern and intuitive portal. This is another great example of Nucleus leading the platform market with clients' best interests at the heart of the business."
Self-invested personal pension (Sipp) provider Mattioli Woods recently confirmed 2019 as the date for the launch of its similar client portal.
The firm's facility will allow clients to consolidate all of their assets in one place including pensions, bank accounts, investments and property.
Nucleus has seen the number of advisers joining its platform jump due to the re-platforming issues experienced by rivals Aegon and Aviva.
The platform reported in its 2018 half year results that it saw its assets under administration at the end of June 2018 reach £14.3bn, compared with £12.4bn in the same period last year.
The results were the first since Nucleus listed on the Alternative Investment Market (AIM) with a market cap of around £140m in July of this year.