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NUCLEUS FINANCIAL

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  1. Financial Services
  2. » NUCLEUS FINANCIAL

Share Activity
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Key Company Info.
Company Description:

Nucleus is an award-winning online wrap platform, launched in 2006 in partnership with a group of financial adviser firms who set out to create a platform with a difference. We 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.

The platform allows advisers to combine all of their clients’ assets into a single, manageable online account. This enables portfolios to be viewed at a glance, allowing easy valuations and variations to be made.

Today we work with over 800 adviser firms and continue to be driven by advisers. We provide an entirely independent wrap platform with access to a wide range of tax wrappers and an open architecture approach to investments. The platform is built on next-generation technology allowing it to scale and is backed by award-winning customer service.

EPIC:

NUC

List date: 26th July 2018 08:00
Advisors
Nominated Advisor:

Shore Capital and Corporate Limited

Broker:

Shore Capital and Corporate Limited

Contact Information
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