Adviser platform Nucleus has launched Nucleus Go, a portal that sets out to allow advised clients to engage with their investments digitally and on the go.
The new tool has been designed to allow clients easily to engage with their portfolios, which Nucleus said should lead to "more focused and meaningful conversations" in client reviews. Through the portal, clients can access commonly-requested information such as money paid in, withdrawals, fund switches, holdings, gains and losses, as well as more detailed investment analysis over any date range they wish. The portal has been designed 'mobile-first', using responsive web design techniques, meaning advisers' clients can use the technology on phones and tablets, as well as other devices...
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