Nucleus Financial has added a model portfolio tool to its platform enabling advisers to invest and manage clients' assets in a way more closely aligned to their risk profile.
The free platform tool is designed to simplify the investment process for advisers as investments can be made inline with pre-determined risk profiles. Furthermore, the 'rebalancing' function can reset a client's asset allocation inline with their model portfolio when market movements occur. The tool will help adviser provide consistent investment strategies to move with clients circumstances, according to the firm. Nucleus has also added 'bulk switching' which allows advisers to request bulk asset switches for multiple clients and has improved its 'straight through' processing for as...
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