Why Choose HubwiseConnect?

HubwiseConnect allows you to centrally manage and service your clients effectively and more efficiently, by streamlining the way you work via a range of easy-to-use tools. These include a CGT calculator, daily time-weighted performance analysis, MiFID II-compliant illustrations and a built-in campaign manager tool which can be used to facilitate recommendations for fund switches within model portfolios, as well as facilitating large scale communications relating to a range of marketing initiatives.

HubwiseConnect enables you to invest client money through all the main tax wrappers, including a GIA, ISA, Junior ISA, SIPP and Offshore Bond. You will have access to an extensive range of funds and exchange-traded assets to build and control your own advised investment proposition, as well as having access to a panel featuring the model portfolio services from many of the established discretionary fund managers (third-party DFMs).