Login to leave a review
Value for money
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
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.
£1.95 bn as at 30 September 2020
Hubwise is wholly-owned by Hubwise Holdings Limited, which is majority owned and controlled by the management team.
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
No other integrations available.
Adviser Office (IRESS)
intelliflo office (intelliflo)
No integrations available for Research
No integrations available for Suitability Profiling
Integrates One Way
Integrates Both Ways