Nucleus launches self-service model portfolio

The enhancements allow advisers to set up private model portfolios for clients or client segments and copy and edit them by adding or deleting assets, changing allocations and renaming portfolios. "We are giving IFAs the necessary tools to take complete control of their own model portfolios, to manage them with greater speed, flexibility and transparency," said Nucleus chief operating officer Andrew Smith. Advisers can determine performance over time against custom benchmarks for new and existing model portfolios.