Wesleyan launches 'digital-first' platform for its advisers

Powered by SS&C Technologies Holdings

Isabel Baxter
clock • 1 min read

Wesleyan has launched a “digital-first” platform for its financial advisers, powered by SS&C Technologies Holdings.

The platform builds on Wesleyan's long-term existing relationship with SS&C, which has served as the fund transfer agent for the Wesleyan Unit Trust Managers range of funds for over 20 years. Wesleyan said it selected SS&C Hubwise to deliver the new platform after a "competitive tender process", which should broaden the range of investment and retirement products available to Wesleyan's financial advisers and their clients. The platform aims to give Wesleyan advisers "centralised access to open and manage accounts and investments while offering an enhanced, modernised user experience"...

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Isabel Baxter
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Isabel Baxter

Senior Reporter at Professional Adviser

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