Nucleus Updates Model Portfolio Proposition
Posted on:
27
May
2011
by Huw Thomas
Wrap platform Nucleus has added an online self-service option to its model portfolio proposition.
According to the company, the new service will give IFAs greater control over portfolio creation, monitoring and maintenance. As well as allowing advisers to create individual model portfolios using all assets on the platform, the new option makes the adjustment and rebalancing of these portfolios quicker and more efficient.
The service offers advisers a number of new features, including the ability to set up private model portfolios for particular clients or client segments. It also gives users more control over their portfolios, allowing them to add or delete assets, change asset allocations, rename the portfolio, change its status and add a new account type.
“The self-service model portfolio is the first in a range of enhancements Nucleus will be unveiling this year,” said chief operating officer Andrew Smith. “By introducing this new service we are giving IFAs the necessary tools to take complete control of their own model portfolios, allowing them to manage portfolios with greater speed, flexibility and transparency. We believe the enhancements turn what was already a compelling proposition into a market leader which will enable advisers to further improve the high quality service they provide to clients.”
