17th August 2011

Nucleus introduces new valuation tool for advisers

Nucleus, the IFA-owned and controlled wrap platform, has introduced a new valuation tool designed to improve the quality of information available to advisers and their clients.

The tool, which has been developed in conjunction with the platform’s adviser community, is part of Nucleus’ on-going commitment to ensure users have access to the right information in the most useful format.

Available with immediate effect, the new tool includes a single screen summary which enables advisers to see in one place the total money invested by a client and the value of it at any given time.

Commenting, Nucleus chief operating officer Andrew Smith, said: “We are constantly looking for ways to improve the level and quality of information available to member firms and their clients. This latest development is part of that ongoing process and is designed to ensure the advisers who use the Nucleus platform have the tools at their fingertips with which to deliver the best service possible to their clients.”

For further information please visit www.nucleusfinancial.com

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