Comms to DFMs- MIS- Multiple Investment Strategy 28Sept21

Created by Corinne O'Brien, Modified on Fri, 28 Jun at 12:56 PM by Rohith Krishna


Dear Client,


I am pleased to announce this evening we will be releasing the next update to our Multi Investment Strategy offering (known as MIS), which includes updates to the DFM Web Portal.


From tomorrow you will be able to create the following model types directly in your portal:


  • Multi Investment Strategies (MIS)

  • Floating Models 

  • Model Of Models (*)

  • Bespoke Portfolio Service Models (*)


(*Note: these are not enabled by default – please raise a Freshdesk Ticket if you wish to have access to these model types)


This is an important milestone for Hubwise, as we evolve the features available to you and your end Investors whilst removing manual effort. 


We have updated the DFM User Guide to reflect these changes, which is available HERE.


Should you have any questions then please contact the Customer Services Team via your Freshdesk Account.


Kind regards

                                                      Douglas Boyce
                                                   Managing Director                       

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