Wesleyan has launched a “digital-first” platform for 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"...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes