Offering online access to a full range of tax wrappers and wide access to discounted funds, the Nucleus wrap allows you to view and manage your clients’ affairs 24/7 at the click of a mouse.
From day one, the Nucleus wrap will allow clients to run the following ‘tax wrapper’ accounts: Isa, Pension, Offshore Bond, Onshore Bond, and of course an unwrapped General account.
In addition to being able to apply and effect transactions online, the Nucleus wrap includes a full fund analysis section, offers advisers the ability to create reports through the award-winning client reporting tool, Narrate, and has a full library of associated documentation. There is even the facility to personalise and create your own wrap.
Built on market-leading, proven technology imported to the UK by Australia’s Bravura Solutions, the Nucleus wrap has rapidly become one of the most efficient wrap platforms in the UK since going live just before Christmas 2006. By licensing a tried and tested solution, we have been able to reduce the technology and operational risks that have led to disappointment and frustration for advisers using other similar platforms.