19th October 2011

Nucleus makes further platform enhancements

Nucleus, the IFA-owned and controlled wrap platform, has further enhanced its platform to provide independent financial advisers (IFAs) with even greater control of their clients’ accounts, and making it easier to create, monitor and maintain portfolios.

The enhancements, developed in conjunction with member IFA firms, are now available and include: 

• Bulk rebalance tool to handle both re-assigning the model portfolio on multiple accounts and/or rebalancing in a single request
• Wrap valuation page improvements including an ‘assets in/out’ column and list of constituent wrap assets, in response to client requests
• Trading pages modification to improve usability of the buy, sell and switch functions
• Client search page enhancements in order to search by client reference number

Commenting on the enhancements, Mark Reeve of IFA Reeve-Sims, said: “These enhancements are a welcome improvement to the platform further increasing both efficiency and usability. They will save a lot of administration time, for example now being able to switch across multiple model portfolios in one instruction. In short, it is another example of Nucleus streamlining processes that are important to advisers.

Nucleus chief operating officer Andrew Smith said: “Our intention has been to make the look and feel of the platform more streamlined, easier to use and provide advisers with an even more efficient feel to our proposition.

“By implementing these enhancements, we have not only responded to member adviser feedback, but also improved our proposition and enhanced the experience for both our member advisers and their clients. So far the feedback we have received from advisers has been overwhelmingly positive.”

Wraps & Platforms