A feature rich platform
We've used rich platform data and the capabilities offered by our next generation technology to develop a range of secure tools and features to simplify processes and help you drive efficiency in your firm. Greater efficiency in turn helps you deliver greater value for your clients.
Nucleus Go is our easy-to-use and secure online service, to help your clients keep a regular check on their investments.
It only takes a few simple steps to register for Go and get up and running. Once set up, your clients will have a range of information at their fingertips, making it easy to keep tabs on how their portfolio is doing. They can view the current valuation and performance of their accounts or portfolio and view important correspondence, including quarterly statements and the annual costs and charges information.
Client reporting with Narrate
Narrate is our award-winning, cutting-edge portfolio reporting tool.
It allows you to demonstrate a high-level summary of your client's portfolio or a detailed transactional breakdown that takes you 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 transparent client reporting.
The Narrate capital gains tool helps you to complete your clients’ tax returns efficiently, quickly and online.
The tool provides single view access to all of your clients’ General accounts and saves you time by producing accurate, detailed reports on your clients’ accounts.