Charles Stanley has announced that its full suite of Model Portfolio Services (MPS) ranges is now available to IFAs via the SS&C Hubwise platform.
This allows advisers to access and manage Charles Stanley’s MPS ranges via SS&C Hubwise or via wealthlink, intelliflo’s platform integration with SS&C.
Charles Stanley said its MPS ranges are based on a multi-asset approach, which seeks to maintain the optimal mix of globally diversified assets to achieve the optimal investment return for the agreed level of risk.
The firm’s head of intermediary sales Tom Hawkins said: “We are excited to work with SS&C Hubwise in a new chapter in our long-standing relationship, and to meet growing demand among IFAs for access to our MPS ranges via the platform.
“SS&C Hubwise and intelliflo’s seamless wealthlink integration offer industry-leading technology, which could revolutionise the way IFAs interact with investment platforms. Such integrations reduce administrative burdens and drive efficiencies.
“Not only will this integration improve the experience for IFAs, it will better support them in delivering excellent client outcomes.”
SS&C Hubwise head Spencer Baum added: “SS&C Hubwise is the only platform in the market to offer investors access to Charles Stanley’s tailored discretionary fund management proposition.
“With today’s announcement, we are delighted to extend our relationship to now include Charles Stanley’s model portfolio services range — an expansion driven by demand from the advisers we serve.”
In June, SS&C Hubwise was chosen to build a new digital-first wealth management platform for Wesleyan Assurance Society.
The platform will expand the range of investment and retirement products available to Wesleyan’s specialist financial advisers and their clients, while offering a centralised interface to manage accounts and investments. SS&C will also provide customer service support under the Wesleyan brand.
Charles Stanley is part of Raymond James Wealth Management.
