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Nucleus

Willingness to recommend

3.67/5

Integrations

3.53/5

Value for money

3.69/5

Service

3.83/5
Based on 72 reviews

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About the provider

As one of the UK’s first SIPP providers, we pride ourselves on our expertise and innovative approach to retirement wealth planning. We have developed a secure platform with a flexible proposition for advisers to manage their clients' investments all in one place throughout the lifetime of their retirement and wealth planning journey - The Modular iPlan. Our platform is simple to use and provides a fairly priced solution which is trusted by over 58,000 investors.

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Ownership:

Private equity backed, by Epiris GP Group.

AUM:

£18.1bn as at 30th September 2023

Partnerships:

James Hay platform: proprietary (moving to FNZ); Nucleus: Bravura (Sonata) moving to FNZ

NextWealth analysis

Nucleus is owned by private equity firms HPS (majority) Epiris (significant minority) and combines the James Hay and Nucleus Wrap platforms. The firm is going through a lot of change and plans to move both platforms to FNZ.


The view among executives at Nucleus is that scale will win among platforms. Unlike other platform acquirers, they plan to consolidate assets onto a single tech infrastructure. We hope they are able to do the hard job of consolidating assets to a single technology backbone. Such a feat could be a game-changer for platform pricing.

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Integrations

Based on 72 reviews
3.53/5

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Integrates One Way

Integrates Both Ways

Back Office Systems
Cash Management
Cashflow Modelling
Client Portal
Other
Research
Risk profiling and suitability

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Reviews

Willingness to recommend
Integrations
Value for money
Service
Serious doubts about replatforming outcome.
Anonymous September 2023

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Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous September 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous September 2023

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