Platform developments
We're focused on continually improving the Nucleus Platform
We want you to reap the benefits that the new Nucleus Platform brings you and your clients. Therefore, we’re committed to identifying, prioritising, and resolving any issues as they arise, through regular IT releases. We’re also finding new ways to improve functionality as we receive feedback from our users. We value and appreciate your input.
Please find a summary of our recent IT releases below.
Release 14 April
This release contained 62 fixes and improvements, including:
- The correct valuation is now shown on the investments screen on the platform, for off-platform assets.
- You can now add or amend income during the pension journey, without triggering an income cancellation.
- Pension savings statements are now generating correctly, even where there’s a pending payment.
- Bank account amendments are now saving correctly on the platform in all instances.
- Ongoing adviser charges for assets managed by an Investment Manager are now pulling through correctly when converting an illustration to a new business journey.
- What If illustrations now correctly display asset holdings post-UFPLS.
- Ongoing adviser charges are now displaying correctly on the workflow page when edited as a standalone action.
- Review schedules are now successfully generating for joint GIA applications regardless of whether email addresses are populated for both applicants.
- Model portfolio amendments are now successfully being added to adviser authorisation queues.
- Data validation on take pension benefits and What If illustration journeys has been enhanced to improve user experience.
Release 24 March
This release contained 37 fixes and improvements, including:
- A report showing Pension Input Periods across all clients in a firm is now able to be requested
- When updating your clients’ addresses, you’ll now receive a prompt to match the correspondence address to the residential address
- New customers are now automatically defaulted to receiving paperless correspondence when they set up their account
- When making an off platform asset transfer to another off platform asset, the correct allocation percentage will now show
- Inherited drawdown beneficiaries now showing correctly in client personal records
- Pre-sale pension illustrations now administer leap years correctly
- The ability to add validation to maximum retirement age has now been added to What If illustrations
- What If illustrations with regular crystallisations now generate correctly
- The off-platform asset annual management charges and investment charges are now showing correctly on What If illustrations
- What if pension illustrations can now be run independently of pension transactions such as UFPLS and take pension benefits?
- Investment Management annual management charges are now displaying correctly in top up illustraitons
- Regular statements are now showing correct cash balances
Release 11 March
This release contained 38 fixes and improvements, including:
- Assets sold during a performance period are now accurately displayed on the performance details page
- No Change pension illustrations now generate correctly
- Offshore bond illustrations for new clients now generate correctly
- Contract notes are now available in the document section of the platform
- The issue whereby editing a DIM model caused top ups to become unavailable has been resolved
- Contract notes are now correctly listing Power of Attorney details
- What if pension illustrations can now be run independently of pension transactions such as UFPLS and take pension benefits?
- Investment Management annual management charges are now displaying correctly in top up illustraitons
- Regular statements are now showing correct cash balances
Release 2 March
This release contained 25 fixes and improvements, including:
- What If illustrations for withdrawals can now be run without the need to enter bank account details
- Initial and annual charges for Investment Manager and other off platform assets now correctly displaying in pre sale and new business illustrations
- Regular statements are now showing correct cash balances
Release 18 February
This release contained 10 fixes and improvements, including:
- Electronic fee statements now successfully delivering to IRESS system
- Cash accounts now appearing correctly in valuation files
- Resolving challenges with uncrystallised transfer illustrations incorrectly pointing to crystallised arrangements.
Further enhancements to platform performance are underway, with more planned IT releases in the coming days and weeks.