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SS&C Hubwise
Willingness to recommend
3.9/5
About the provider
SS&C Hubwise is positioned in the market as a regulated technology business, where we own and control all the critical elements of our multi-asset, multi-wrapper investment platform:
- Technology (API and user portal)
- Trade execution
- Investment administration & regulatory reporting
- Nominee custody
- Client money/assets (CASS) safeguarding
The SS&C Hubwise 'white-labelled' platform has been designed with a clear focus on who we serve, supporting and enabling our customer’s business growth through the provision of modern, web-based administration technology, the elimination of manual processes, and the delivery of robust operational controls and industry best practices
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Ownership:
SS&C
AUM:
£18.0bn as at 30th September 2023
Partnerships:
Proprietary
NextWealth analysis
SS&C Hubwise stormed (back) into the market in 2017 with a promise to disrupt on price and slick technology. They have since announced some headline-grabbing strategic partnerships (Tenet, Skerritts, Frenkel Topping). A year ago we heard grumbles of poor service in our annual survey of advisers. Recent qualitative interviews with Hubwise clients have been more positive. The firm seems to have found ways to work out the kinks with investment in service and operations.
SS&C Hubwise offers a white-labelled platform option to financial advisers. For the growing number of larger financial advice businesses that are looking to become vertically integrated, Hubwise is becoming a popular choice.
Integrations
Based on 31 reviews
3.65/5
Integrates One Way
Integrates Both Ways
Adviser Office (IRESS)
Avelo
CURO (Time4Advice)
Fastrak
intelliflo office (intelliflo)
Xplan (Iress)
No integrations available for Cash Management
No integrations available for Cashflow Modelling
360 Lifecycle
Client Portal – Adviser Office (Iress)
Client Portal – Xplan (Iress)
intelliflo personal finance portal
moneyinfo
myprosperity
Wealth Platform
No other integrations available.
No integrations available for Research
No integrations available for Risk profiling and suitability
Reviews
Willingness to recommend
Integrations
Value for money
Service
Cheap and cheerful
Anonymous
September 2023
Willingness to recommend
Integrations
Value for money
Service
"Excellent value for money
Anonymous
September 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
September 2023
