Client Platform

An investment platform is an online service that allows an investor and their financial adviser to manage all of their investments more efficiently and more effectively. In essence, the use of an investment platform helps facilitate the following tasks:

• choosing the most appropriate funds to invest in;
• buying funds;
• holding funds;
• providing tax-efficient wrappers;
• monitoring the funds’ performance; and
• selling funds.

HubwiseConnect provides financial advisers and their clients with platform functionality only previously seen by large established financial institutions. It provides an easy-to-use, secure system which enables us to centrally manage and service you and your clients, thereby significantly improving the service you offer.

In addition, HubwiseConnect provides you with a great range of intuitive features that have been specifically designed to make your life easier. It also happens to be one of the most competitively priced platform solutions currently available on the UK investment platform market.