Solution introduction

Designed by advisers, for advisers

Fully independent, open architecture platform with a wide range of tax wrappers and over 6,500 assets

One platform, one vision, leading technologyThe Nucleus wrap allows you to combine, or wrap, all of your clients’ investments into a single, manageable online account through a modern, service orientated, open architecture platform. This gives you the freedom to create financial plans to suit each and every client quickly and efficiently.

Intuitive
The Nucleus platform allows you to view your clients portfolios at a glance, allowing instant valuations and variations to holdings to be made. This enables you to manage your client’s entire portfolio in line with their financial goals, personal requirements and risk approach.

Powerful
We are used by over 2,000 advisers and trade on average 1.1 million client account deals every month. We transfer funds from over 160 ceding schemes a year. We deliver regular releases to provide enhancements including new features, capabilities and usability improvements.

Fast
The platform can process 3,000 transactions a minute. It can rebalance all of your client accounts, switch funds and model portfolios across your entire client bank from a single screen.

Secure
The platform architecture has multiple levels of network and application security to protect client data and prevent security breaches from hackers. In addition the platform is tested every six months by independent third parties.

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