Solution introduction

A Complete Platform to Manage All Operational Investment Needs

Cutting-edge, modern, in-house developed technology for forward-thinking investment propositions. SS&C Hubwise empowers your business by providing a more cost-effective solution, offering a wider choice of investments and automating key processes

SS&C Hubwise is more than just a client service and accounting platform, it integrates all your processing needs. Let us show you how you can manage your operations and leave you to what you do best, manage your firm and deliver the highest client standards.

A New Engine to Drive Future Investment

  • Fund Managers - Promote and distribute your fund range or your managed portfolios on your own platform, giving you control over your investment products.
  • Discretionary Fund Managers - Your own white-labeled platform to distribute your managed portfolio range and/or fund range directly to intermediaries or direct to retail investors (D2C).
  • Advised or D2C Platforms - Use our API to enable your own front-end user journey, with SS&C Hubwise delivering a regulated back office and custody service, helping you better control costs.
  • IFA Consolidators & National IFA Groups - Power your own white-labeled investment platform to control your financial planning proposition with your own adviser teams and third-party advisers.

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