Rouse Intelligent Financial Planning
WRAP Accounts

 It’s your wealth in a nutshell

The Rouse Personal Finance Portal (Nutshell) is now live: Encrypted messaging. Up-to-date-information. Secure storage: it all adds up to peace of mind.

Encrypted messaging

Created with cyber security as a priority, Nutshell enables you to correspond with us knowing that any information you share is encrypted and completely private. As email has become increasingly susceptible to being intercepted we will ultimately stop using this method of communication to send and receive any financial information or instructions relating to your account. Instead we will use Nutshell’s secure messaging service to do this so as not to compromise the security of your data. We will still use email for sending alerts and other non-sensitive information.


Up-to-date information


Wherever you are, whether you use a laptop, desktop, tablet or mobile phone, the system allows you to access the most up-to-date information regarding all your financial interests with Rouse Limited securely and easily, 24/7.

You will be able to see details of the plans and investments we currently have on our system as well as add other plans and upload documents.


Security


It provides you with a secure document vault, so you can house all your financial documents online where they are secure and fully backed up.


PFP Premium


If you wish to make even fuller use of the system there is a premium subscription level available. This allows you to collate information on your short-term finances, such as bank account(s), credit cards, loans and mortgages, together with your advised products. Plus, you'll also be able to receive alerts and insights into your spending and saving habits to help you have even more control of your finances.


Nucleus clients


If you have previously used the Nucleus login to access your information via the Rouse Limited website, this will change. The Nucleus link will be replaced by the Nutshell link. Logging into Nutshell will provide you with a valuation of your Nucleus investments, however, transaction histories and correspondence from Nucleus will need to be sourced directly from the Nucleus website.


We’re here to help


For further information watch the video below. If you would like more information on any aspect of the new system, or help with signing up, please contact us. We’re with you every step of the way.

Personal Finance Portal Video