In its latest software upgrade Nucleus has given advisers the option input their own ad hoc fees on the platform.
The Edinburgh-based platform business said advisers can now set their fees on the platform in a fully digital process with a one-time permission from the client - something they can grant via their Nucleus Go portal. The transaction can be created instantly and a digital notification sent to the client. Nucleus also said it has introduced a fully-automated process for phased investing, which means advisers can set up and automate asset purchases on a client account on a regulator basis. They can set the amount, frequency and assets to be bought for the transactions to take place on the s...
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