Nucleus is an award winning online wrap platform, launched in 2006 by a group of seven financial adviser firms who set out to create a platform with a difference. They created a new model, putting the adviser and client at the heart of the process, focusing on a client-aligned approach rather than a product-led one, to develop a platform that was committed to transparency and banishing complexity.
Today we work with over 800 adviser firms and continue to be driven by advisers – we work closely with you to develop a platform that meets your needs. This means you’re free to develop tailored solutions for your clients, and have greater control over your investment strategy and your business.
We’ve been running our successful illuminate proposition since 2015. It’s an online hub designed to help advisers build and share knowledge in areas that are vital to the successful development of their business. The hub is made up of four parts; illuminate online, illuminate live, illuminate learn and illuminate technical.
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Our award winning, next-generation, transaction-based performance reporting tool Narrate allows you to harness the rich data set of the Nucleus platform to deliver an intuitive, interactive, customisable set of reports of your client’s accounts.
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We offer Nucleus users exclusive, free access to Technical Connection’s full online knowledge management platform for tax, technical and financial planning support.
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The Nucleus trust suite is a totally independent trust suite developed with tax and trust specialists Technical Connection. The suite is approved by counsel and fully supported by technical experts.
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We’re in an industry that never stands still, so to help you keep up-to-date with the latest developments we’ve created a series of white papers that set out the issues, the key themes to be aware of and what action you might need to consider.
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Nucleus: Illuminate learn – your online learning portal
Oct 8, 2019
Illuminate learn was launched as part of our illuminate hub in 2016. We partnered with Redmill Advance to launch an online learning portal. The portal allows people to choose from a range of courses, from personal development or studying for diploma or chartered level exams. The content is created by real world practitioners and is designed to suit the busy lives of our adviser community. The courses are regularly updated, competitively priced and CPD accredited. Each course is broken down into manageable chunks allowing for complete flexibility and making the learning process much more efficient. more...
Nucleus: Is your firm ready for the SM&CR?
Oct 8, 2019
The senior managers and certification regime (SM&CR) comes in to force for all solo-regulated firms on 9 December 2019. At Nucleus, we’re running a campaign to help our users get ready for this initiative. Whether you’re about to finalise your preparations or you still have a way to go, financial planning firms need to understand what’s required to make sure they’re ready. more...
Nucleus: Be illuminated
Oct 1, 2019
We’ve been running our successful illuminate proposition since 2015. It’s an online hub designed to help advisers build and share knowledge in areas that are vital to the successful development of their business. It’s designed to complement illuminate live events that we held across the country each year. more...
Adviser firms looking to the future – results from the Nucleus Census
Sep 27, 2019
The Nucleus Census is our annual temperature check of our platform users, tracking how they and their businesses progress from year to year. Although focused on users of the Nucleus platform, the census always gives useful insight into the challenges and opportunities faced by the industry as a whole. more...