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Nucleus portal gives clients data access via mobile devices

20 May 2019

Nucleus has launched a portal to allow adviser firm clients to view their investments across digital devices ‘on the go’.

Nucleus Go, which launched following a rigorous testing period by a group of Nucleus users, can be accessed on phones and tablets, as well as other devices, and gives access to information such as money paid in, withdrawals, fund switches, holdings, gains and losses. It will also provide a more detailed investment analysis over any date range clients choose.

Nucleus said its decision to launch the new portal was driven by a desire to create better client communications in the industry. It has already made much of its advisers’ correspondence with clients paperless, including the new costs and charges statements as part of Mifid II.

Andrew Smith, chief technology officer, Nucleus, said: “We are always looking for ways to make it 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.

Smith said that advisers are increasingly integrating technology into their business, which allowed Nucleus to focus on how it can improve its own technology.

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.”

Professional Paraplanner