Wealth Management as a Service

White-label Robo

Whether you want to launch a fully automated digital investment product or use technology that makes life easier for your advisors, Nucoro can help.

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Our offerings

Insurance

The simplest way to set up a new business line and access investment management as a vertical while keeping your advisors fully engaged with their clients.

  • White-label Robo to unlock new revenue streams
  • Client, advisor and management portals
  • Autonomous or advisor-assisted client onboarding
  • Standalone or integrated proposition

Wealth

Fully automated middle and back-office functions and a digital customer experience to give your advisors more time to spend on the work that matters most.

  • Automated suitability assessment, client and regulatory reporting
  • Freely configurable asset and product universe
  • Control over client journey and communication
  • Instant audit trail

360º Experience

From client onboarding to portfolio construction through to billing, Nucoro combines all the necessary tools to build the next generation of wealth management propositions.

Engage

Build strong client relationships with digital onboarding, automated notifications and a client-advisor messaging platform.

  • Self-service onboarding
  • Guided onboarding
  • Multiple portfolios
  • Messaging platform
  • Transactions history
  • Activity display
  • iOS app
  • Android app
  • Web app
  • Unified portfolio view
  • Allocation evolution charts
  • In-app chat
  • TWRR reporting
  • Portfolio performance reporting
  • Investment scenario forecasting
  • Onboarding workflow

Invest

Use machine learning algorithms in a freely configurable product universe to create and manage your clients' investment portfolios.

  • Allocation generator
  • Rebalancing frequency
  • Advice engines
  • ISA wrapper
  • SIPP wrapper
  • GIA portfolios
  • Model portfolio generator
  • Goal-based investing
  • Recurring deposit schemes
  • Asset universe configurator
  • Income generating goals
  • ISA transfers
  • SIPP transfers

Execute

Maintain client relationships and track business results with intuitive applications that keep you in the loop.

  • Trade execution
  • Custodian integration
  • Client money handling
  • Direct-to-exchange access
  • Advisor integration
  • Reconciliation
  • Settlement notifications
  • Position price reporting
  • Trade aggregation
  • Trade netting
  • Fractional share consolidation
  • Payment automation
  • Deposit matching
  • Withdrawals automation

Manage

Accelerate your internal processes, streamline payments and automate trading to make life easier for your staff and customers.

  • Planning scenarios
  • Client retention scoring
  • Advisor dashboard
  • Management dashboard
  • User impersonation
  • Marketing channel analysis
  • Funnel tracking
  • Referral schemes
  • Pricing plan configuration
  • Promotional campaigns
  • Lead generation tracking

Comply

Stay ahead of the game and lighten your regulatory burden through automated KYC as well as client and regulatory reporting.

  • KYC Checks
  • AML Checks
  • PEP Checks
  • Bank account verification
  • Payment restrictions
  • Instant audit
  • Suitability assessment
  • Risk classification
  • Vulnerability checks
  • Daily transaction reporting
  • Unified books of record
  • Access logbook

Administrate

Reduce your overheads, save time and channel more resources into generating business by automating repetitive tasks.

  • Access rights
  • Role management
  • User groups
  • Invoice automation
  • Document archive

Speak to our team and find out how you can accelerate your business today