Nucleus has introduced a client reporting that enables you save time and vastly improves the accuracy and depth of information you can show for each client’s portfolio.
Narrate allows you to demonstrate a high level summary of your client’s portfolio or a detailed transactional breakdown that takes your and your client into the granular detail of their investments.
This flexibility and depth of performance reporting allows you to harness the rich data set of the Nucleus platform to deliver intuitive, interactive and beautiful client reporting.