We are pleased to announce that the IBOSS Managed Portfolio Service (MPS) range is now live on the SS&C Hubwise platform.
This latest launch increases IBOSS platform availability to 16 platforms, reflecting continued adviser demand for greater choice, flexibility and ease of access when implementing client portfolios. The move follows direct requests from advisers who already use Hubwise and wanted the ability to access IBOSS portfolios within their existing platform arrangements.
At IBOSS, widening access to our portfolios remains a key priority. By continuing to expand platform coverage, we aim to support advisers by reducing friction in the advice process and ensuring our investment solutions can be accessed wherever advisers choose to do business.
As part of the launch, IBOSS portfolios will also be available via Wealthlink, the joint proposition between SS&C Hubwise and Intelliflo, helping advisers streamline workflows and improve efficiency through tighter system integration.
Rebecca Anscombe, Head of Operations & Systems at IBOSS, commented:
“This launch is the result of close collaboration between our teams and SS&C Hubwise. The IBOSS team continues to focus on providing access to our portfolios across all the platforms and tools that advisers need, to support them in delivering good client outcomes. We know how important operational efficiency and system connectivity are for advisers, and we have worked hard to ensure IBOSS portfolios can be accessed and managed seamlessly within the Hubwise and IO environments.”
Spencer Baum, Managing Director at SS&C Hubwise, commented:
“SS&C Hubwise is delighted to welcome IBOSS to our award-winning platform service to offer their range of models to our mutual clients.
SS&C since its acquisition of Hubwise over 4 years ago has added the operational scale and balance sheet to become one of the fastest growing platforms on the market particularly in the ‘adviser as platform’ space with the larger IFA consolidators. One of the key strengths of the Hubwise platform is how we manage model portfolios on the platform and provide a simple but intuitive DFM portal to enable models to be updated, re-balanced and maintained. The level of automation helps to streamline such processes which is a key benefit to the firms we power. IBOSS models will also be made available on the joint proposition with Intelliflo known as Wealthlink.
Since launch there has been over 30 different firms who have adopted the proposition over a controlled rollout and this will continue to ramp up in 2026. Wealthlink helps to drive adviser productivity and saves time avoiding the need to double key data from IO into the platform UI. All transactions and platform instructions can be driven within the Intelliflo user experience.”
For advisers already using SS&C Hubwise, the addition of IBOSS MPS provides immediate access to a long-established, risk-rated portfolio range, supported by ongoing investment oversight, clear communication and a strong operational framework.
Advisers who would like to discuss platform availability or accessing IBOSS portfolios via SS&C Hubwise can contact their usual IBOSS BDM for further information or submit an enquiry here.
This communication is designed for professional financial advisers only and is not approved for direct marketing with individual clients. These investments are not suitable for everyone, and you should obtain expert advice from a professional financial adviser. Investments are intended to be held over a medium to long term timescale, taking into account the minimum period of time designated by the risk rating of the particular fund or portfolio, although this does not provide any guarantee that your objectives will be met. Please note that the content is based on the author’s opinion and is not intended as investment advice. It remains the responsibility of the financial adviser to verify the accuracy of the information and assess whether the OEIC fund or discretionary fund management model portfolio is suitable and appropriate for their customer.
Past performance is not a reliable indicator of future performance. The value of investments and the income derived from them can fall as well as rise, and investors may get back less than they invested.
IBOSS Asset Management Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register Number 697866.
IBOSS Asset Management Limited is owned by Mattioli Woods Limited is registered in England and Wales at Companies House, Registered number 3140521.
Registered Office is: 2 Sceptre House, Hornbeam Square North, Harrogate, HG2 8PB. Registered in England No: 6427223.