Web Improvements

Modified on Fri, 28 Jun, 2024 at 12:56 PM

Dear customer,

We are pleased to inform you that following completion of our extensive testing our latest release was deployed last night.

We apologise for the delay but it was important we had the upmost confidence in the content and given the scale of the release, additional testing was felt necessary.

We have updated the framework that the adviser and investor portal utilise, you may see some slight visual changes, but the functionality remains the same, other than the improvements listed below:

Correct Currency Denominator Currency denominator is no longer set as £ throughout the portal and instead uses the applicable three-character currency code based on the account’s currency

Company ReportsThe company reports pages now contains a date range filter which defaults to the last 3 months and allows for searching for older files

Transfer complete statusTransfers at a complete status are now displayed as such on the Account Details page

Model identifier within the Account Details pageThe model identifier tag (e.g., Standard model/MIS model/Floating model) is now displayed next to the model’s name under the Portfolio section on the account details page

MIS performance pageMIS accounts now have an amalgamated line for the Payments In/Out on the Performance page

Drifted % for FLB model typeThere is a new column displaying the Current Allocation for floating bespoke models in the Model Details page

‘Add/amend charges’ on MIS accounts MIS accounts have the Add/Amend Charges screen available

MIS accounts with more than one person linkedMulti-investor accounts using an MIS model no longer have duplicated account tabs displayed per investor

Performance display for joint MIS accountsMulti-investor accounts using an MIS model no longer have duplicated account lines per investor displayed on the performance page.

Nominated bank details for saved amendsSaved amendments use nominated bank details each time they are opened to ensure identify and utilise any bank changes

Illustration failure to generateThe illustration document will generate when the selected retirement age is the same as the investor’s current age

Perform Raise option no longer available on BPS/FLB model accountsThe Perform Raise screen is no longer available for accounts using BPS or FLB models as it's not a permissible action.

Validation on JISA applications for existing Cash JISAsSelecting that an existing cash JISA exists when applying for a new JISA no longer displays a warning

Account amendment activity for surplus cash investmentUse of the Invest Surplus Cash option is logged in the Employee Activity screen

Current year subscription box on ISA transfer pageThe ‘Amount Subscribed in Current Tax Year’ field on ISA transfer applications has validation to only allow values less than or equal to the current tax year’s allowance

Validation on IBAN lengthWe have amended the logic to allow IBAN’s with 16-34 characters

ISA to ISA internal transfer

We now permit the transfer of money between the same investors ISA accounts where the ISA allowance has been fully utilised

Hubwise SIPP illustration updates

We are replacing our in-house illustration for the SS&C Hubwise SIPP and moving to the Elements (CTC) Illustration. Several amendments have been made in order to ensure all the necessary data is available and displayed correctly. This means users will see the same illustration style for both the Start Illustration and the Start Application journeys.

Should you have any questions then please click the “Contact Customer Services” button below.

Kind regards

Douglas Boyce

Managing Director | Head of SS&C Hubwise