The platform infrastructure has been meticulously designed in order to ensure the investment process is simple, clear and straightforward. As a result, all unnecessary clutter has been removed from the system, leaving you with a clean and user-friendly interface that will help optimise your time and make managing clients’ investments as simple as possible. The ultimate aim is to save you time, so that you can focus your efforts on more valuable client-facing activities that will drive your business forward, rather than becoming embroiled in a seemingly endless stream of administrative tasks.
A key feature of HubwiseConnect is the in-built campaign manager tool which provides an email communications suite to facilitate secure messaging between you and your clients. This service can be used to facilitate a variety of tasks, including recommendations of fund switches within model portfolios or providing advice on unused ISA and CGT allowances as part of marketing initiatives. Clients are able to safely accept recommendations simply by clicking on a token embedded within the email which then automatically executes trades. The platform also facilitates bulk switching and automatic rebalancing of model portfolios.
Modern day business dictates that financial advisers need to be able to access data whenever and wherever they want. HubwiseConnect therefore provides 24/7 real-time online access. In addition, the technology has been adapted to allow access via a range of devices – phone, tablet or laptop – which ensures that your data and your clients’ data are accessible whether you are working in the office, at home or out on the road meeting your clients face-to-face.
The protection of customer data has been placed right at the heart of the HubwiseConnect proposition. Intelligent platform technology provides you and your clients with a secure hub which, allied with a tightly controlled approach to data back-ups and regular maintenance, provides peace of mind when it comes to managing and maintaining investments securely. The platform also includes a secure cloud-based document vault which houses all client documentation facilitating the safe download of all platform documents.
HubwiseConnect uses a smart and intuitive system that is incredibly easy to use. However, reassuringly, if you do have any issues, we have a well-resourced and experienced UK-based team of support staff ready to deal with any queries that arise. So you can telephone or email our technical support team whenever you need help.
In short, HubwiseConnect provides an easy-to-use, secure system that enables you to centrally manage and service your clients, thereby enhancing the overall level of service you are able to offer.
Waverley Court, Wiltell Road, Lichfield, Staffordshire, WS14 9ET
Tel:+44 (0)1283 495244,
E-mail: connect@hubwise.co.uk
HubwiseConnect © Copyright . All rights reserved. E&OE
HubwiseConnect is a trading name of Hubwise Securities Limited which is authorised and regulated by the Financial Conduct Authority (FRN 502619), is registered in England and Wales (Company number 06071374), at Waverley Court, Wiltell Road, Lichfield, Staffordshire WS14 9ET, and is a Member Firm of the London Stock Exchange.
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