HubwiseConnect Provides an Array of Features and Benefits...

All your investments in one place

HubwiseConnect offers a wide range of investment products, including ISAs (Individual Savings Account), GIAs (General Investment Account), Personal Pensions, SIPPs (Self-invested Personal Pensions) and Offshore Bonds. This therefore enables you to hold all of your investments together in one place. As a result, you only have one login on one hub; which basically equates to much less hassle for you.

The value of investments and income can go down. You may not get back the original amount invested.

Access whenever and wherever you want it

Consumers increasingly expect to be able to use a service when they want to rather than when their provider allows them to. And HubwiseConnect provides 24/7 real-time access, which means you can view your investments whenever you like. The technology has also been adapted to allow access via your phone, tablet or laptop, so you can view your investments from the comfort of your home or on the go.

A quick, reliable and easy to use service

HubwiseConnect has been developed in close collaboration with many of the leading financial advisers across the UK, with the underlying technology and regulatory framework provided by Hubwise Securities Ltd, an FCA-regulated technology business specialising in retail investment services. This has resulted in the provision of a modern investment platform offering an unrivalled investment experience for clients. The innovative digital technology facilitates real-time online access, while great emphasis has been placed on ensuring you are provided with a user-friendly client portal to view positions, transactions, performance and all correspondence for your portfolios.

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*This is an example to be used for illustrative purposes

Secure messaging service

One of the key features associated with HubwiseConnect is the email communications suite which has been designed to provide a secure messaging service. This service can be used to facilitate a variety of tasks. For instance, you can safely accept recommendations of fund switches simply by clicking on a button embedded within the online view which then automatically executes trades. You can also receive notifications via the platform.

Your security is top priority

The protection of customer data has been placed right at the heart of HubwiseConnect proposition. The platform provides clients with a secure hub which, allied with a tightly controlled approach to data back-ups and regular maintenance, means that investors have peace of mind in knowing that they can execute trades and access their investments safely. This includes a secure cloud-based document vault that houses all client documentation allowing you to safely download platform documents at your leisure.

HubwiseConnect also provides a range of services that help to manage and administer your investments more efficiently and more effectively. More time can then be dedicated to selecting the most appropriate investments, rather than getting embroiled in endless admin.