New client management portal launches to advisers

Third Financial, part of the Nucleus group, has launched a new white-labelled platform to enhance the way advisers and their admin teams manage their clients. 

The proposition is targeted at large advice firms and consolidators who want to launch an Adviser as a Platform (AaaP) service.

Features of the new digital proposition include:

• Access to a range of dashboards that visualise data across the business at different levels, providing advisers with actionable insights at a glance.
• A full client onboarding journey that covers general investment accounts, ISAs, junior ISAs, SIPPs and offshore bonds that supports multiple mandates in single wrappers.
• An optional two-way integration with Intelliflo Office for client onboarding, valuations and fees, saving dual keying between two systems.
• Comprehensive workflows such as rebalancing, withdrawals, contributions, model switches, Bed & ISAs and trading, saving time and reducing administrative burden.
• Automatic allocation and investment of new cash (including phasing) and automatic disinvestment for regular withdrawals, ensuring accuracy and efficiency.
• A number of client enquiry tools such as performance analysis, CGT (including ‘what if’ scenarios), portfolio analysis and the production of branded client reports, enabling advisers to deliver deeper insights to clients.

The portal is already being used by customers like financial advisory group Foster Denovo.

Chris Williams, managing director at Third Financial, said: “The launch of our new adviser portal represents another milestone in rolling out our digital strategy. It reflects our commitment to delivering a seamless experience for advisers and investment managers, reducing the time spent on administration, and freeing up more time for them to spend with customers.”

James Waterman, product director at Third Financial, added: “We built this portal from the ground up using the latest technology, with a clear focus on delivering a frictionless and intuitive user experience. By listening to advisers and understanding their workflows, we’ve created a platform that simplifies complex processes, improves efficiency, and helps them provide exceptional service to their clients.”