Skip to main content

Main navigation

  • For advisers
  • For customers
  • About Nucleus
  •  
  • Platform logins
Home Nucleus Financial

helphub menu

  • Home
  • Guides & tutorials
  • New products
  • Charges
  • Investments
  • Tools & features
  • FAQs
  • Literature
  • Upgrade news

Investment management

  • Home
  • Guides & tutorials
    • Platform overview
    • Firm and user management
    • New business
    • Investment management
    • Decumulation
    • MI and reporting
    • Additional contributions
    • Withdrawals
    • Adviser charges
    • Client servicing
  • New products
  • Charges
  • Investments
  • Tools & features
  • FAQs
  • Literature
  • Upgrade news
  • Platform overview
  • Firm and user management
  • New business
  • Investment management
  • Decumulation
  • MI and reporting
  • Additional contributions
  • Withdrawals
  • Adviser charges
  • Client servicing

Investment management guides

Manage investments from buying and selling to creating models.

How to create a model
How to edit/close an existing model
Bondsmith panel
How to place a one-off or regular buy
How to place a one-off or regular sell
How to instruct an investment switch and redirection
How to edit and cancel a regular buy and sell
How to view corporate actions
How to complete a bulk switch

Not found the answer you're looking for?

Check out our FAQs page for all questions related to the new Nucleus Platform.




 

Check out our FAQs now
 
nucleus logo

Nucleus HQ

Suite B & C
First Floor
Milford House
43-55 Milford Street
Salisbury
SP1 2BP

  • Legal and regulatory information

  • Complaints
  • Conflicts of Interest policy
  • Cookie policy
  • Modern Slavery Statement
  • Privacy notice
  • Regulatory information and disclosures
  • Responsible business
  • Terms of use

© Nucleus Financial Platforms Limited 2025