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 100 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.
2022-2023 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.