Hubwise and moneyinfo have announced a collaboration that automates delivery of Hubwise platform reports through the moneyinfo portal direct to advice firms’ clients.
Tessa Lee, Managing Director of moneyinfo said: “Firms using moneyinfo already have access to daily valuations and transaction histories from Hubwise. However, this enhanced integration is a step further providing moneyinfo’s automated reporting service with secure access to reports generated on the Hubwise platform. These are then filed and sent, along with push notifications, to let clients know they have a new report, which they can view whenever they want via their smartphone, tablet or PC.
This new integration handles all of Hubwise’s client reports including periodic valuations, statements, CGT reports and summary of charges. It means quarterly reporting to clients is now processed automatically delivering significant operational efficiency gains for advisers.
It also supplies advice firms with a full audit trail of all documents delivered together with management information on who has received a report and when it was opened. It automates compliance with MIFID II requirements and is available to all firms using moneyinfo and Hubwise.”
Angus Macdonald, CEO of Hubwise, comments: “Hubwise strives to provide the best solutions for its business partners so with many of our users adopting moneyinfo as their client portal, integrating our technologies was a natural progression. It is more efficient and operationally beneficial for our adviser firms; delivering platform generated reports directly to customers via the moneyinfo portal.”
Stuart Philips, CEO at The Private Office, “We use moneyinfo to provide our white labelled client app and Hubwise as our platform of choice for clients.
Through our app, clients can see all their documentation together in one place. Automating the delivery of Hubwise reports will save us many hours of work every quarter.
We anticipate the savings will be significant and improve our service to clients.”
Tessa Lee, Managing Director of moneyinfo adds: “Working together we can make life easier for advice firms and deliver a better client experience. This integration shows what’s possible when technology companies collaborate.”
moneyinfo delivers a fully branded service for advisers and investment managers including branded apps for Apple and Android. Its secure portal manages all of a client’s finances in one place and enables the sharing and signing of paperwork. It can reduce the speed of onboarding, client reviews and rebalancing from days to minutes resulting in more security and efficiency.
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About The Private Office
The Private Office is an award-winning firm of Chartered independent financial advisers which aims to provide personal and tailored wealth management services to those in search of stability and guidance. It combines more than 20 years’ experience and skills to provide clients with the financial advice they need, no matter how unique their situation.
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