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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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Nucleus is an award-winning, adviser-owned wrap platform set up in 2006, offering clients a totally clear charging structure that unbundles the cost of advice, the wrap fee, and the asset charge. The platform is currently used by 400 adviser firms who have placed over £5bn of client assets. Nucleus is truly independent and has no conflicting commercial interests with other product providers, aiming simply to help advisers deliver a fantastic proposition, and because advisers who use Nucleus may also be shareholders, they can take a much stronger hand in the development of the proposition.

We offer a 10% discount off our standard subscription price for Nucleus advisers. Please select Nucleus under Alliance when subscribing.