Here’s a snapshot of how we can help:
Nucleus Go: our easy-to-use and secure online portal helps your clients keep a regular check on their investments. It’s quick to set up and your clients will have a range of information at their fingertips, including current valuation, asset allocation and their quarterly statements via the secure document store. It’s also the easiest way to enable our ad hoc fee feature, with a simple one-time authorisation.
Digital signatures: we accept digital signatures for both new business and client instructions, from a choice of Electronic Identification, Authentication and Trust Services (eiDAS) approved providers. You can also send us scanned documents via our secure Jira messaging. Our flexible but secure approach speeds up the application process and reduces reliance on the post, without compromising client security.
Trade-on-trade: with our streamlined trading process you can keep trading in assets while existing trades are pending, helping you manage client transactions much more efficiently.
You’ll find more information about these and other efficiency driving features on your Adviser Services Holdings (ASH) microsite. And don't hesitate to get in touch if you want to speak to someone, we're always happy to help.
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