Investments at Nucleus
We’ve always focused on greater alignment between adviser and client needs and realise there is no one-size-fits-all solution. This is why we provide an open architecture approach to our platform. With over 6,500* asset choices available, we aim to ensure you can manage your client's portfolio without compromise.
*As at March 2021
Our open architecture approach is designed to offer you the flexibility to manage your client's investments without constraint. We regularly add new funds to the platform and are happy to consider new requests as long as we can administer them. Combined with our integrated portfolio reporting tool Narrate, this allows you to tailor a service specifically for your client and improve efficiencies within your firm.
Discretionary fund managers
We have over 70 discretionary fund managers (DFMs) running their portfolios on the platform with their investment management fees being paid directly from the client's cash account. It’s simple to use one of our DFM partners, with an initial agreement starting the process.
IMX is our own discretionary managed portfolio service (MPS).
Based on platform data science, we’ve engineered a range of 23 portfolios designed to align your clients' goals and investments. If you want to discover how IMX can be more personal, offer better value and improve efficiencies in your business, check out the dedicated section of our website.
Click the image above to watch our introduction to IMX video.
2021-2022 Consolidated tax voucher (CTV) offshore reporting
The UK offshore funds tax reporting rules apply to investment funds located outside of the UK. We've created a list of funds that come within the definition of an offshore fund and that have successfully applied to HMRC for reporting fund status.
We have over 6,500 asset choices available on our platform catering for a wide range of client goals. You’ll find all of the latest news on fund suspensions, mergers and closures in our fund news section.