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Nucleus enables fully customisable portfolios for discretionary managers


Adviser platform Nucleus has enabled access to discretionary management software developed by PortfolioMetrix, allowing financial advisers to provide fully customised investment solutions for their clients.PortfolioMetrix began offering advisers ‘mass customisation’ of portfolios over 10 years ago, with a flexible investment approach that can be tailored to each client, regardless of the size of their assets. 

Portfolio construction is supported by risk profiling, cashflow modelling and reporting tools, all housed in their proprietary system, WealthExplorer.

In addition, the PortfolioMetrix investment approach is designed to ensure that risk separation aligns to individual client needs.

Ben Peele, managing director of PortfolioMetrix UK, says: “We recognise that model portfolios are a popular option for some advisers, but they do have limitations. That is why we developed a way for advisers to customise every portfolio to exactly match their client needs. Being able to do this has never been more timely, with PROD rules demanding that advisers segment clients and provide different investment solutions for each segment. 

“Moreover, recent SM&CR regulations mean that adviser business owners need to demonstrate that all of their advisers are working within a consistent framework. Our service is technology-driven and Nucleus is ideally placed to deliver what we need via its platform,” adds Peele.

Nucleus chief customer officer Barry Neilson comments: “The customised proposition offered by PortfolioMetrix is designed to meet the needs of investors and advisers alike. As the technology required to run such a service is highly sophisticated, not all platforms are up to the job, so I’m delighted that Nucleus has developed the capability to offer this to our adviser community.”

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