Nucleus adds capital gains tool to client-reporting suite

Report output options

Tom Ellis
clock • 1 min read

Nucleus has launched a capital gains tool Narrate CG, which the adviser platform has added it to its Narrate client-reporting suite.

The tool, which Nucleus said has new features as well as some upgrades, will allow advisers to access clients' general accounts in a single view, while additional clients can be added to enable reporting across spouses and other connected clients. The adviser platform's tool also includes a range of report output options, including a full history of each account's capital gains tax related transactions and distributions, and the ability to rebase costs for deceased clients. David Ferguson: Disruption very much the theme of the day "We are always looking for ways to help advisers an...

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