Nucleus launches valuation tool

clock

IFA-owned wrap Nucleus has launched a valuation tool designed to improve the quality of information available to advisers and clients.

The tool, developed in conjunction with the platform's adviser community, includes a single screen summary enabling advisers to view in one place total money invested by a client at any given time. "We are constantly looking for ways to improve the level and quality of information available to member firms and their clients," said Nucleus chief operating officer Andrew Smith. Last month, Nucleus chief executive David Ferguson (pictured) announced the wrap had passed the £3bn AUM barrier following a record six months of inflows.

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

Clive Waller on platforms sector change and a new sponsor for the Vanguard UK Platform Awards

Clive Waller on platforms sector change and a new sponsor for the Vanguard UK Platform Awards

The Vanguard UK Platform Awards in association with The Platforms Association

Clive Waller
clock 04 March 2026 • 2 min read
Vanguard to sponsor UK Platform Awards

Vanguard to sponsor UK Platform Awards

Professional Adviser continues as media partner

Professional Adviser
clock 04 March 2026 • 1 min read
Perspectives on platforms and progress – past, present and future

Perspectives on platforms and progress – past, present and future

'Platform providers need as much input as they can get if they want to stay ahead of the curve'

Steve Andrews
clock 19 February 2026 • 4 min read