What is Nucleus?
- At its core, Nucleus is a online wrap based business
platform.
- It allows you to combine, or wrap, all of
your clients investments into a single manageable
online account. This means your client’s portfolios
can be viewed at a glance, allowing instant valuations
and variations to clients holdings to be made
- Nucleus is IFA owned and controlled. To become
involved in Nucleus, IFAs invest through a subscription
to equity capital see How can I get involved?
- Nucleus was
founded in 2006 by a number of high quality IFAs
who shared a commitment to creating a market where
advisors have the infrastructure and desire to place
the client centre stage.
- Since foundation Nucleus has established itself
as a major force for change in the market. It is
now a thriving community of over 60 IFA businesses
who through ownership and control of the business
process seek to create a better customer experience.
For an insight into why IFAs have driven our success
see The Nucleus in 90 seconds.
- Nucleus offers access to over 2,200 funds
- Access is provided to six accounts
- A General account
for direct holdings
- An Isa account
- A Pension account
- A Protected Rights Pension (PR) account
- An Offshore Bond account
- An Onshore Bond account
- Within each account, subject to regulations, clients may invest in unit trusts,
OEICS, cash, equities (including investment trusts and exchange traded funds)
and other securities such as gilts and corporate bonds.