In this session we showcase the integration between the Hubwise investment platform and the moneyinfo client portal and mobile apps, where data and documentation from Hubwise are mirrored on the moneyinfo portal.
We have a number of mutual clients who have worked with us to build the powerful integration and we're excited to be able to share what has been achieved so far.
We teamed up with Hubwise to provide a full exploration of both platforms, and some of the benefits you can achieve through our market-leading integration.
Watch the video to find out:
- How to take control of your investment proposition and digital reporting experience
- How our advanced integration is totally unique in the marketplace, giving our mutual clients a competitive edge, improved client experience, and significantly reduced operation costs
- How to drive time and cost out of your communication processes and MiFID II reporting obligations
- How to automate the bulk delivery of your reports directly to the devices your clients choose to use through your own branded app
- The benefits moneyinfo can bring to your financial and wealth management firm to provide your clients with the ultimate user experience
Book a demo here to discover the benefits you can achieve through our market-leading integration, as well as many more features to supercharge your client user experience.
moneyinfo is helping over 175 ambitious, forward-thinking advisory and wealth management firms, with an appetite to move with the times, to launch their own fully branded client app that delivers compliance confidence, builds customer loyalty and improves profitability.
moneyinfo is a privately-owned UK-based fintech founded by a team of technology professionals with strong wealth management expertise in CRM, portfolio reporting and digital engagement. We are regulated by the FCA for Account Information Service Provision (AISP) and hold ISO27001 certification.
Through its end-to-end encrypted WhatsApp style messaging, the platform enables the sharing and signing of paperwork and supports automated workflows that can reduce the speed of onboarding, client reviews and rebalancing from days to minutes resulting in increased security and efficiency.
We’re on a mission to make the wealth management community be the best it can be, by taking client engagement to the next level, one ambitious firm at a time.
To learn more, view our Key Benefits pages here.
About SS&C Hubwise
SS&C acquired Hubwise in March 2022 to expand its platform offering for wealth managers. Hubwise is a ground-breaking, innovative and regulated technology business, founded in 2012 and developed by a group of highly experienced financial services professionals.
The Hubwise service is built on four core components; Technological Innovation, Multi-asset Execution, Investment Operations and Custody & Safeguarding of Assets. Hubwise is regulated by the Financial Conduct Authority, is a member firm of the London Stock Exchange to enable control of execution across multiple asset types, is an HMRC-approved ISA plan manager and is a member of CREST. SS&C Technologies is the world’s largest hedge fund and private equity administrator, as well as the largest mutual fund transfer agency.
SS&C’s unique business model combines end-to-end expertise across financial services operations with software and solutions. SS&C owns and operates the full technology stack across securities accounting, front-to-back-office operations, performance and risk analytics, and regulatory reporting.
Visit ssctech.com or Hubwise.co.uk for further information.