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Model Marketplace

Nucleus

Access hundreds of specialized investment models and SMA strategists fully integrated in the Advyzon tech stack.

Nucleus is our investment model marketplace offered within the Advyzon Investment Management (AIM) platform. Nucleus expands a financial advisor’s ability to solve unique client needs, with access to a wide range of investment managers and models.

Meet the Nucleus third-party managers

  • Global X is a prominent ETF provider operating under Mirae Asset Financial Group, a major South Korean asset management firm overseeing more than $800 billion in assets globally. Originally established in Canada, the company rebranded from Horizons ETFs to Global X Investments Canada Inc. in May 2024, unifying its identity with its parent organization’s global […]

  • wahington

    Washington Crossing Advisors is a registered investment advisor and wholly-owned subsidiary of Stifel Financial Corp. WCA helps supervise and manage over $9 billion in discretionary assets for individuals and institutions. Proprietary strategies include equity, fixed income, balanced, and asset allocation. The team is managed by Kevin R. Caron and Chad A. Morganlander, who cofounded Washington […]

  • troweprice

    Founded in 1937 and headquartered in Baltimore, Maryland, T. Rowe Price has been managing institutional portfolios since 1951 and is among the top 50 managers of pension fund assets worldwide. A financially solid, independent organization with strong employee ownership, T. Rowe Price has US$1.35 trillion​* in assets under management as of September 30, 2023. Having […]

  • kkm

    KKM is a boutique investment solutions firm that creates research-based financial products located in Chicago, IL. Our firm works with wealth advisors, financial institutions, and family offices globally to assist in portfolio management and provide risk mitigation solutions. KKM offers distinct products utilizing dynamic stock selection (Essential 40), ETF model portfolio strategies, and option overlay […]

  • fedelity

    Put our powerful portfolio management capabilities to work for you. Backed by more than 75 years of Fidelity’s investing and portfolio management experience, our broad range of portfolio investment strategies and model portfolios can help you create portfolios tailored to your clients’ investment goals. Our suite of active and passive investment solutions can provide you […]

  • dimensional

    Since 1981, Dimensional has sought to provide better investment outcomes for clients through a transparent, rules-based approach that combines the knowledge gained from rigorous theoretical and empirical research with thoughtful and effective implementation. Four decades of practical experience have enabled Dimensional to gain insights about operating in competitive markets, and to hone our ability to […]

  • capital group

    ​​Capital Group​​ is a globally renowned investment management firm headquartered in Los Angeles, California, with a history spanning over 90 years since its founding in 1931. As one of the world’s largest and oldest investment firms, it manages approximately ​​$2.8 trillion​​ in equity and fixed-income assets for millions of individual and institutional investors worldwide as […]

  • blackrock

    BlackRock’s purpose is to help more and more people experience financial well-being. We rely on our principles to guide how we interact with each other, our clients, the communities in which we operate, and all of our other stakeholders. These principles represent our core values, our aspirations, and our cultural language – lived and embraced […]

UMAs (Unified Managed Accounts)


Nucleus UMA capabilities allow advisors to deploy a range of investors strategies from different third-party managers, as well as advisor-defined strategies, in a single account structure.

Portfolio Construction

Nucleus’ UMA capabilities allow advisors to combine different third-party investment models in a single client account. Each model represents a “sleeve” of the client’s overall portfolio, creating to a diversified and well-structured investment strategy.

Diversification and Risk Management

Sleeved UMAs leverage diversification of third-party models across different asset classes, investment styles and market sectors, helping advisors fine-tune a client’s risk exposure and optimize potential returns.

Centralized Oversight

With sleeved UMAs, advisors can oversee a client’s entire portfolio and make strategic decisions on asset allocation, rebalancing and risk management. Centralized oversight simplifies the investment process and allows for consistent implementation of a client’s investment strategy.

Tax Efficiency

UMAs on the Nucleus platform offer advisors capabilities for tax optimization, tax loss harvesting and expanded reporting.

SMAs (Separately Managed Accounts)


SMAs on Nucleus simplify an advisor’s ability meet specific client parameters and guidelines, with the flexibility to customize and control the implementation of investment strategies.

Customization

Tailor the composition of client portfolios to match the unique needs, preferences and constraints of their investment policies.

Direct Ownership

The SMA structure gives clients more direct ownership of the underlying securities in their portfolio, allowing for greater transparency and potential tax benefits, such as the ability to selectively manage capital gains and losses.

Flexibility

Advisors have the flexibility to implement specific investment strategies, including individual security selection, tax management, and portfolio rebalancing, based on individual client objectives.

A Seamless User Experience

We designed Nucleus to be intuitive and user friendly. Advisors can customize the look, feel, and functionality of their Advyzon workspace, from white-labeled client portals and reporting, to tailor-made client onboarding.

Nucleus empowers advisors with the tools and resources to identify, evaluate and select investment models that align with client investment goals and make investment decisions with greater confidence.

Discover
Nucleus

Your User-Friendly Gateway to Investment Models. Powerful features and a seamless interface, make it effortless to discover, evaluate, and invest in models that suit your needs.

Effortless Model Search

With robust search functionalities, you can easily explore the universe of investment models available in the marketplace. Simply enter your criteria, filter options, and instantly access models that meet your needs.

Detailed Performance 
Analytics

Access performance analytics, and evaluate historical performance, risk metrics, and other key indicators.


Risk Assessment Tools

Evaluate models based on risk-adjusted metrics, volatility measures, and other risk factors to build a well-balanced and diversified investment strategy.


Model Comparison

Analyze multiple models side by side, evaluating their performance, asset allocation, and other relevant criteria to choose the one that best aligns with your investment goals.


Implement with Confidence


Nucleus provides a seamless implementation process, guiding you through the necessary steps to onboard your accounts.

Onboarding with the Advyzon Investment Management team is simple. Our personalized approach to the advisor user makes it easy to get up and running with Nucleus quickly and move forward on the journey to exceptional practice growth.