IFA-owned wrap Nucleus has launched a valuation tool designed to improve the quality of information available to advisers and clients.
The tool, developed in conjunction with the platform's adviser community, includes a single screen summary enabling advisers to view in one place total money invested by a client at any given time. "We are constantly looking for ways to improve the level and quality of information available to member firms and their clients," said Nucleus chief operating officer Andrew Smith. Last month, Nucleus chief executive David Ferguson (pictured) announced the wrap had passed the £3bn AUM barrier following a record six months of inflows.
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