Wealth management and employee benefits financial services firm, Fidelius has selected Hubwise as the provider for its white labelled platform, Advance.
Fidelius is to consolidate its wealth business from multiple platforms to a single operation. Combined with the automation delivered by Hubwise's proprietary technology, Fidelius said this would allow it to focus on the investment process and build client relationships. Fidelius chief executive Jim Grant said his ambition to scale the firm and to deliver better value for money were a couple of reasons as to why it selected Hubwise. He said: "They have been a great partner during the due diligence, testing and pre-launch phases and I am positive they will continue to deliver." ...
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