Nucleus Go vs Lotuswise

Go is clear, simple and intuitive and allows you to view detailed information on the value of your portfolio over time. You can view the current valuation of your accounts or portfolio as well as details of the assets you hold. It lets you track performance of your investments over a range of time periods. You’ll have access to commonly-requested information such as money paid in, withdrawals, holdings, gains and losses. You can view all correspondence about your portfolio in one secure online place. Go makes it easy for you to view and download your Nucleus documentation yourself, and to manage your communication preferences online. If you've opted out of paperless communications, then you'll continue to receive everything by post as normal. Please note that to use this app you will require an account on the Nucleus wrap platform and for your financial adviser to have enabled online access to your account. Nucleus Go is for users of the original Nucleus Wrap platform. If you’re looking for the new Nucleus Platform that replaced James Hay Online, you can log in at https://platform.nucleusfinancial.com/

Lotuswise Financial Management Limited are ICAEW Chartered Accountants and Business Consultants, and members of the ICAEW Business Advice Service. We have clients from a variety of sectors around the UK as well as overseas. Lotuswise strives to be a practice with a difference. 30 years of commercial and financial experience left us uniquely placed to help clients to flourish as growing, well managed businesses. Providing innovative solutions and pragmatic advice, passionately believing that the use of technology, process and good practice should not be the province of large entities alone, we made it our mission to bring these to the small business sector. Small businesses face a competitive and increasingly digitalised world. Our services are designed to add real value in this environment. Recognising the need to prepare for a future in which value-added business growth and advisory services will be crucial, we are building a team able to meet those challenges by recruiting high calibre qualified and trainee Chartered Accountants. Working as Platinum partners with world-leading Cloud applications like QuickBooks Online and Receipt Bank, already 100% of our business clients are on a Cloud platform. We work with people who love their businesses but often need help meeting their obligations to Government, ensuring they extract profits in a tax efficient way and organise their affairs with the future in mind. We repay their trust in us by always going the extra mile. Ideally located opposite Eastcote Station, we would be very happy to discuss your business requirements. Initial Consultation Free! Services: *Compliance: Tax, Accounts, VAT, Payroll, Auto-enrolment, Company Registration and Maintenance *Cloud Accounting Specialists: QuickBooks PLATINUM partners, Receipt-Bank , Sage One & Xero partners * Book-keeping Solutions, Management Accounting * Part-time Finance Director - Business &Tax advisory, Board reporting, Acquisitions & Disposals of Businesses Please note that the background location of a user’s device is used only when starting the Mileage Tracker module. This is to measure the distance travelled while in use. Continual use can reduce battery power.