Hubwise is an exciting new entrant into the UK wrap and platform market. Founded by a group of experienced and highly respected individuals in the Financial Services Industry, Hubwise has developed a unique offering for Financial Advisers, Wealth Managers and Stockbrokers.
The financial services industry is constantly evolving and the impending changes to regulation resulting from the Retail Distribution Review (RDR) have brought platforms into the spotlight. A lack of automation, transparency and functionality has driven Hubwise to develop a diverse platform offering to help you drive your business into this new RDR era.
Advisers now have a greater requirement than ever to justify their platform selection. Ensuring a platform offers your clients the most appropriate and cost effective solution whilst giving you the functionality and support to grow your business, makes for a tough decision when determining which platforms to use.
It is for these reasons that Hubwise has brought a new Platform offering to market.
The Benefits
- A price competitive automated solution with bespoke branding capabilities.
- Client ownership - the underlying client does not have a contractual relationship with Hubwise.
- A solution tailored to meet your regulatory framework.
- Own nominee capability.
- Whole of market coverage - UK and Offshore Funds, UK and Overseas Equities, Bonds & Gilts, Investment Trusts, ETFs, Forex, and more complex instruments such as Structured Products, Options, Futures, CFD's and Spread betting.
- Research, video library, risk profiling and financial planning tools.
- A comprehensive suite of Tax wrappers.
Using a combination of our own technology and that of our partners you get the tools to effectively manage your business and client's affairs from a central hub which incorporates four key components:
