Nucleus Financial is holding its third round of user sessions, designed to offer development training to all advisers and administrators using the platform.
The sessions, which will take place from 28th-30th April in Edinburgh, Manchester and London, also aim to capture feedback on the functionality of the platform with a view to its continual improvement. This year the format of the user sessions has been amended following feedback from advisers. The groups will be split into new and more experienced users. The latter group will focus on some of the recent technological enhancements to the platform including model portfolio rebalancing and asset migration tools. "There have been some significant enhancements to the platform since the la...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
