Fairstone and Nucleus Wrap - perfect partners
Welcome to our dedicated Fairstone microsite. Here you'll find an overview on the benefits of our partnership, the platform, our latest news as well as a range of Fairstone training and development videos.
If you don't already use our platform and want more information, you can request a callback by completing the form below.
If you're currently a user and have any questions, please get in touch with your account manager or relationship manager.
For Fairstone adviser use only.
Welcome to Nucleus Wrap
We're delighted to have partnered with Fairstone and look forward to working together to achieve great outcomes for your clients.
We know how important it is to align with firms who'll contribute to the long-term success of your business. Our partnership with Fairstone reflects a shared aim of working with like-minded, forward-thinking organisations who are working to do the best they can for their clients. In our case, we look to do this through offering efficient and intuitive platform technology and focused adviser support.
Our platform developments are shaped by what our users tell us is important, and that feedback is vital to the way we evolve our services both now and in the future. We're the only adviser-driven platform in the market, which means you set the agenda - we work for you.
If you want to know whether we'd be a good fit for you and your clients, please get in touch.
Benefits of our partnership
Collaboration
Connecting with peers can be a powerful tool and over the years we’ve developed a very focused, dynamic and opinionated community of users.
Development and personal support
You’ll have a named contact and bespoke training on the platform. You’ll also have access to in-depth support on product wrappers, tax and trusts from our technical experts via Illuminate Tech.
Next-generation technology
We use our scale to ensure we can grow for the long-term. This means you can be confident your clients' needs will be met now, and in the years to come.
Value
Our aim is to offer fair, sustainable and transparent pricing. We're committed to offering a simple, tiered pricing structure with no hidden surprises or additional charges. For more information on Fairstone pricing, please contact your account manager.
Our platform
Our platform exists to help you develop the best possible solutions for your clients. Working with us means greater control over your clients' financial plans and better value for you and your clients. Our business has grown steadily since we launched and we now operate a sound, scalable and feature-rich platform.
Narrate
Our cutting-edge portfolio reporting tool allows you to provide highly accurate, in-depth information on up to 300+ potential transactions. Narrate harnesses the rich data set of the Nucleus platform to deliver an intuitive, interactive, customisable set of reports that no other competitor offers. Check out our Narrate page for more.
E-signatures
We accept electronic signatures for new business and client instructions, making the application process faster and reducing reliance on the postal service. Check out our e-signature requirements document for more support on e-signatures.
Automated phased investing
Our automated phased investing functionality allows you to set up a series of regular asset purchases on a client account. You can set the value, frequency and assets to be bought, and the transactions will happen automatically on your chosen date.
Nucleus Go
Go allows your clients to securely view their investments online. It's mobile responsive so they can view their portfolios wherever they are and whenever they like. They can also grant authority for ad hoc fees via the authorisations section. Check out the Go page for more.
Past performance is not a reliable guide to future performance. The value of an investment can go down as well as up, and may be less than the amount(s) paid in.
Fairstone literature
Pricing structure
From day one we’ve been committed to offering a simple, tiered pricing structure with no hidden surprises or additional charges.
Suitability document
This document has a series of paragraphs you might consider using with clients when helping to explain the benefits of using Nucleus.
DFM schedule 1 authority form
This form should be signed by the client to show their agreement to using this DFM service and any relevant fee. If you're using Tribe, Vanguard or any of the DFM models created by Fairstone – please leave the DFM name as noted: D457558 Fairstone Private Wealth Ltd. Please get in touch if you need any help.
Sending payments to Nucleus
This guide gives your clients everything they need to know about how to send money to us so it gets to the right place at the right time and prevents any delays in applying funds.
Training and development
Check out some of our training and development videos below.
Fairstone DFM fees
Our dedicated Fairstone DFM fees page contains a list of model portfolios and their corresponding fees.
Please check the DFM fees for the relevant model portfolio before you download and complete the DFM schedule 1 authority form.
Contact us
Ewan Davidson
Business Development Director
For support on:
- Senior relationship manager
- Business strategy alignment
Anna Sacco
Relationship manager
For support on:
- Oversight of operational alignment
- Strategic account governance support
- Senior escalations and incident management
Patrick Speers
Client Solutions Relationship Manager
For support on:
- General enquiries on existing business
- Service, platform and process enquiries
Request a callback
If you'd like someone from our team to give you a call, please fill in the form and someone will be in touch soon.
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