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Home Platform Hubwise

Willingness to recommend

3.96/5

Based on 26 reviews

Value for money

4.04/5

Support

3.58/5

Integrations

3.69/5

Based on 26 reviews

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 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

NextWealth view

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.

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.

Assets under influence:
£1.95 bn as at 30 September 2020
Ownership:
Hubwise is wholly-owned by Hubwise Holdings Limited, which is majority owned and controlled by the management team.
Technology Partnerships:

Proprietary

Integrations

3.69/5
Based on 26 reviews
Cash Management
Cashflow Modelling
Client Portal
Other
Practice Management System
Research
Suitability Profiling

No integrations available for Cash Management

No integrations available for Cashflow Modelling

360Lifecycle (360 Dotnet)

Client Portal – Adviser Office (Iress)

Client Portal – Xplan (Iress)

intelliflo personal finance portal

moneyinfo

myprosperity

Wealth Platform

No other integrations available.

Adviser Office (IRESS)

Avelo

CURO (Time4Advice)

Fastrak

intelliflo office (intelliflo)

Xplan (Iress)

No integrations available for Research

No integrations available for Suitability Profiling

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for Hubwise
5/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
3/5
Service
Very competitively priced, holds all wrappers and assets for example direct share holding
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
API driven platform which is the new breed and the future
Anonymous September 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous September 2020
1/5
Willingness to recommend
3/5
Integrations
1/5
Value for money
2/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
2/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
3/5
Service
Best new platform available with API technology
Anonymous September 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
2/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Low cost option for clients
Anonymous September 2020
1/5
Willingness to recommend
1/5
Integrations
1/5
Value for money
2/5
Service
It's cheap and that's all it has
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
4/5
Service
Low cost, access to an array of funds
Anonymous September 2020
3/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
2/5
Willingness to recommend
1/5
Integrations
2/5
Value for money
1/5
Service
Poor support
Anonymous September 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
2/5
Service
Cheap products but not amazing support
Anonymous September 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Does what is says on the tin
Anonymous March 2020
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