wealthlink - Key less. Do more.
Introducing wealthlink, our industry-first intelligent platform integration.
wealthlink redefines how you put investment plans into action. Remove rekeying, improve outcomes and reduce admin time by investing and managing your clients’ portfolios directly from intelliflo office.
No rekeying means an end to errors, and everyone becomes more efficient. With our seamless platform integration with SS&C, you can do everything you need from one familiar place in real-time. It’s just quicker, easier and better this way.
Intelligent integration means never having to leave intelliflo office to put your clients’ investment plans into action. Reporting and maintaining financial plans are easier and quicker than ever, which is better for your clients; better for you.
The SS&C platform is everything you could want from a modern platform. It’s paperless, wet-signatureless, open architecture, and has a full range of tax wrappers and access to external DFMs. Pricing starts at 0.15% and reduces from there.
Open and manage plans in minutes
wealthlink has been carefully designed to simplify the way you work, ensuring all the data necessary is captured in intelliflo office
so you can set up, manage and maintain plans without needing to move between systems –
reducing rekeying errors from 50% to just 1%.
Streamlined integration
- Super charge efficiency and spend less time implementing plans, and more time reviewing them with your clients
- No more switching between disparate systems. Timeouts and logins disappear, rekeying is removed, and errors are ejected
- Maintain full control of your clients’ plans, access SS&C’s advanced platform functionality, and do everything you need from one familiar place
Investment choice
- Create multi-investment strategies in GIAs, ISAs, JISAs and SIPPs
- Choose from a full range of tax wrappers and advanced features like fractional trading of ETFs and sophisticated rebalancing
- With over 30 third-party DFMs and access to over 3,000 UK funds, there’s a suitable model portfolio service for everyone
Market-leading pricing
- Suitability isn’t necessarily the same as price, but it helps to have a market-leading price
- Platform fees start from 0.15%, decreasing to just 0.05% depending on the sum of investment
- Best of all, these terms aren’t dependent on the size of your firm, or any commitment to place a certain level of assets.
SS&C Hubwise
- A market-leading platform servicing wealth managers, advice firms and D2C propositions in the UK
- Used by around 350 firms and over 10,000 advisers servicing over 30,000 end investors
- The SS&C Hubwise platform administers £8 billion of assets in direct custody and a further £11.5 billion indirectly.
Intelligent integration in action
Next steps
Book a consultation and discover how wealthlink can benefit your business.
Our dedicated team will also support you with requirements, due diligence, and set you up for future success.
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