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Hubwise
Value for money
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Integrations
Based on 1 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. While they have announced some headline grabbing strategic partnerships (Tenet in particular), we hear from advisers that have worked with them that things are great until they aren't. The platform works well for straightforward cases but as soon as anything more complicated comes along, things can fall apart. This may be teething pains but the big guys often claim that good service is easier when you're small. FNZ’s former chief operating officer Douglas Boyce recently joined Hubwise as a Managing Director. Boyce was very well regarded by platform providers and may well sort out these operational challenges.
Hubwise are quite a different proposition to other platforms. The focus seems to be on helping financial advice businesses down the route to vertical integration. Advisers can become appointed reps of Hubwise, and can then offer their own whitelabelled platform. For the growing number of larger financial advice businesses that are looking to become vertically integrated, Hubwise might corner part of the market. But before they get much bigger, they are going to need to prove they've sorted out their servicing teething problems.
£1.4 Billion
Hubwise is wholly-owned by Hubwise Holdings Limited, which is majority owned and controlled by the management team.
Proprietary
Integrations
No integrations available for Cash Management
No integrations available for Cashflow Modelling
360Lifecycle (360 Dotnet)
Client Portal – Adviser Office (Iress)
Client Portal – Xplan (Iress)
moneyinfo
myprosperity
The Personal Finance Portal (Intelliflo)
Wealth Platform
No other integrations available.
Adviser Office (IRESS)
Avelo
CURO (Time4Advice)
Fastrak
Intelligent Office (Intelliflo)
Xplan (Iress)
No integrations available for Research
No integrations available for Suitability Profiling
Integrates One Way
Integrates Both Ways
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