List of SS&C Hubwise Customers
Windsor, 6095, CT,
United States
Since 2010, our global team of researchers has been studying SS&C Hubwise customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased SS&C Hubwise for Financial Consolidation and Close from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using SS&C Hubwise for Financial Consolidation and Close include: Wesleyan, a United Kingdom based Banking and Financial Services organisation with 1200 employees and revenues of $740.0 million, The Private Office, a United Kingdom based Banking and Financial Services organisation with 200 employees and revenues of $30.0 million and many others.
Contact us if you need a completed and verified list of companies using SS&C Hubwise, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The SS&C Hubwise customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
The Private Office | Banking and Financial Services | 200 | $30M | United Kingdom | SS&C Technologies | SS&C Hubwise | Financial Consolidation and Close | 2025 | n/a |
In 2025 The Private Office implemented SS&C Hubwise for Financial Consolidation and Close to run its TPO Invest adviser platform and centralize adviser-facing finance operations. The deployment supports over 50 advisers and approximately 2,900 clients across the United Kingdom, representing roughly USD 2.8 billion in assets under administration, and the firm extended its service agreement with SS&C in 2025.
SS&C Hubwise is used to consolidate custody, dealing and settlement workflows alongside CASS regulatory support that underpins adviser and client account servicing. The implementation leverages Hubwise capabilities aligned to Financial Consolidation and Close use cases, including portfolio accounting, reconciliations and client reporting, to provide a singular operational backbone for adviser platform processing and month end financial procedures.
Operational coverage spans adviser operations, custody and settlement operations, and compliance functions within The Private Office, with SS&C providing managed custody and transaction processing as part of the Hubwise deployment. The configuration emphasizes centralized recordkeeping and trade lifecycle orchestration for TPO Invest, while retaining a clear separation of duties between SS&C serviced functions and The Private Office advisory teams.
Governance and vendor relationship were formalized through the 2025 service agreement extension, reflecting ongoing managed services and regulatory support commitments from SS&C. Control points include CASS related operational controls and reconciliation workflows, and the arrangement positions SS&C Hubwise as the primary system of record for client accounting and consolidation activities in the firm s wealth management operations.
|
 |
Wesleyan | Banking and Financial Services | 1200 | $740M | United Kingdom | SS&C Technologies | SS&C Hubwise | Financial Consolidation and Close | 2025 | n/a |
In 2025, Wesleyan implemented SS&C Hubwise to deliver a new digital-first wealth management platform. The deployment is categorized under Financial Consolidation and Close and targets finance and wealth-management operations in the United Kingdom. A pilot was opened to specialist financial advisers in June 2025.
SS&C Hubwise is configured to centralise account opening and account management workflows, broadening the available investment and retirement product catalogue for advisers. Functional capabilities implemented include client onboarding automation, adviser-facing management screens, product provisioning controls, and core consolidation and close process orchestration consistent with the Financial Consolidation and Close category. Configuration emphasis was placed on adviser workflow efficiency and digital account servicing.
The implementation scope is a UK-based wealth-management deployment serving specialist financial advisers and internal finance teams. SS&C is providing customer service support for the platform under the Wesleyan brand, embedding vendor-operated support into Wesleyan's client service footprint. The deployment model centralises adviser account lifecycle management within SS&C Hubwise while preserving Wesleyan-branded interactions.
Governance and rollout were staged, beginning with a June 2025 adviser pilot to validate onboarding and servicing workflows prior to broader adoption. Operational governance aligns platform ownership with Wesleyan finance and adviser operations teams, with SS&C contracted to operate customer support under Wesleyan's brand identity. The program centralises account opening and management capabilities via SS&C Hubwise within Wesleyan's UK wealth-management operations.
|
Buyer Intent: Companies Evaluating SS&C Hubwise
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||