Third Financial, part of Nucleus Group, has launched a white-labelled digital proposition that provides an automated platform aiming to “transform” the way advisers and their administration teams manage their clients.

The portal is aimed at large advice firms and consolidators that want to launch an Adviser as a Platform (AaaP) service.

Using technology and authentication processes, the new portal looks to provide a range of new features, including access to dynamic dashboards that visualise data across the business at various levels.

It will also have a full client onboarding journey covering a range of investment vehicles that supports multiple mandates in single wrappers, and several client enquiry tools including performance analysis, CGT, portfolio analysis, and the production of branded client reports.

An optional two-way integration with Intelliflo Office for client onboarding, valuations, and fees will be included, as well as workflows such as rebalancing, withdrawals, model switches, and trading.

Furthermore, the portal will have automatic allocation and investment of new cash, including phasing, and automatic disinvestment for regular withdrawals.

“We built this portal from the ground up using the latest technology, with a clear focus on delivering a frictionless and intuitive user experience,” stated Third Financial product director, James Waterman.

“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.”

Foster Denovo strategy implementation director, corporate development, Leigh Johnstone, added: “We have worked closely with Third Financial to ensure this innovation meets the complex needs of advisers and their teams to serve clients even more effectively.

“The portal’s dashboards give us relevant and timely data in an easy-to-use format, and it’s been central to streamlining the process to bring even more clients on board.

“We see a positive impact and look forward to further benefits as future enhancements come online.”

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