SS&C Hubwise – December 2025 Portal Release and Enhancement Updates

We are pleased to advise you of our latest Portal Release which is targeted for the evening of the 15th December. Please take time to review this summary of improved functionality and share with your team. Note that release content may change as we go through the final stages of the testing cycle and a communication will be issued nearer to the release date with the exact content. This release is expected to include: 

1. Improved trade times and frequency
   We have made changes to back-office processes so that we are able to trade earlier in the day (8.15am) and on a more frequent basis (every 15 minutes). This is part of our commitment to achieve faster dealing times and obtain the best possible outcome on the execution of client orders. More information on our Order Execution Policy can be found here - Disclosures | SS&C
2. SIPP transaction narratives
   A range of improvements have been made to the SIPP in/ out transaction narratives that appear on the portal and investor documents. The narratives have been standardised and made more appropriate to the transaction type to give more clarity to you and your clients.
3. Full transfer notes to be displayed
   We have removed the limit of 50 characters which was preventing users from seeing the full set of “Latest Notes” displayed on the portal against a transfer. This should give greater visibility of progress and remove the need to contact SS&C Hubwise for a full update.
4. General MI/ Surplus Cash reporting improvements
   Following user feedback, we have updated the column headers in the above reports to avoid duplicate titles and help distinguish the data being displayed (e.g. from “Description” to “Model Description”). These reports are available in the Admin Menu under Company Reports.