Wrap platform provider Nucleus has launched a new portal to help create better client communications in financial advice.
Nucleus Go, which will allow an adviser’s clients to engage with their investments digitally and on the go, is being launched following an extensive period of testing by a group of Nucleus users, the provider said.
It has been designed to allow an adviser’s clients to easily engage with their portfolios, leading to more focused and meaningful conversations in client reviews.
The portal has also been designed so clients can access their portal on phones and tablets, as well as other devi...