The December SS&C Hubwise release including AML changes is now live. There is a range of information in the Knowledge Base including new User Guides and FAQ articles.
AML Guide - AML Referral Process : Knowledgebase Hubwise
Creating an Investor Guide - Creating an Investor. : Knowledgebase Hubwise
GIA Application Guide - GIA Application Guide : Knowledgebase Hubwise
FAQ guides -SS&C Hubwise - Anti Money Laundering FAQ’s : Knowledgebase Hubwise
In addition to the AML changes, we are introducing a number of other features to help you manage your clients, including:
• Greater Flexibility on regular contribution and income dates
• Improvements to account Search functionality
• Greater visibility on family and investor linking
• Enhancements to Model Portfolio Maintenance
The attached release note here provides further details on these enhancements to the SS&C Hubwise portal.
Kind regards,
Anil Dala
Deputy Managing Director
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article