New platform guides and tutorials
Guiding you through the new Nucleus Platform
We’ve created a suite of resources to support you in familiarising yourself with the new Nucleus Platform.
There’s a range of guides and videos across a variety of topics - from getting started to processing new business.
Introducing the new Nucleus Platform
Watch our video for a preview of what the new platform will look like and discover some of the key features.
Helpsheets
Our helpsheets provide a quick-reference guide for some of the key functionality on the platform.
Find out more about the new Nucleus Platform
Client overview pages
An overview of how you can manage your clients and their holdings.
Creating a new business application
How to process new business applications.
We're always improving our platform, so you might see some small differences in our guides and tutorials.
Not found the answer you're looking for?
Check out our FAQs page for all questions related to the new Nucleus Platform.
