Solution introduction

The Nucleus API provides core digital infrastructure and a standardized data model to anchor your fintech applications

Set single and multi-factor auth and client permissions.

Onboarding and KYC
Encrypted client onboarding, plus KYC/AML integrations.

Create and manage client accounts & held away accounts.

Portfolio management
Manage securities, investment models, portfolios and goals.

Run robust risk and performance reporting on any entity.

Create and track single and bulk orders for trade execution.

Configure decision trees and client questionnaires.

Business (coming soon)
Business data on customers, invoices, accounting, expenses.

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