30th June 2020

Nucleus Go

In May 2019, we launched our client portal, Nucleus Go. Go gives clients at-a-glance access to their investment portfolios. It allows them to view all of their investments online, and it’s fully mobile responsive so clients can view their portfolios at any time, wherever they are. 

Go has been designed to enhance your service proposition, allowing clients to engage digitally with their investments, leading to more focused and meaningful conversations in client reviews.  

The functionality gives easy access to commonly-requested information such as money paid in, withdrawals, fund switches, holdings, gains and losses, over any date range they like. Clients can also easily view and download their Nucleus documentation themselves, and update their correspondence preferences to view documentation online rather than receiving paper copies. 

Go is clear, simple and intuitive and allows your clients to view detailed information on the value of their portfolios over time. They can also track the performance of their portfolios and accounts over any time period. 

Our ongoing developments and plans for 2020 include online client authorisation for ad-hoc fees and an iOS app among other things.  

There are over 30,000 clients using Nucleus Go today and we’ve had some great feedback since we launched Go in May last year.  

Visit our website if you’d like to find out more about how to get your clients logged in and using Nucleus Go. 

Investments, Wraps & Platforms