Client servicing Guides & tutorials Tax year end support Literature Simplified pricing James Hay upgrade Advisers Support Guides and Tutorials Client Servicing Platform overview Firm and user management New business Investment management Decumulation MI and reporting Additional contributions Withdrawals Client servicing Client servicing guidesSupport your client with making changes to their preferences.How to amend a client’s address, contact details and contact preferencesHow to add or remove a client bank accountHow to add and amend an expression of wishNot found the answer you're looking for?Check out our FAQs page for all questions related to the new Nucleus Platform. Check out our FAQs now
