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SS&C to Power Wesleyan’s Digital Wealth Platform
SS&C Technologies Holdings, Inc. announced that Wesleyan Assurance Society, a financial services mutual, has partnered with SS&C to develop its digital-first wealth management platform.
The platform builds on Wesleyan’s long-term existing relationship with SS&C, which has served as the fund transfer agent for the Wesleyan Unit Trust Managers range of funds for over 20 years.
Wesleyan selected SS&C Hubwise to deliver the new platform, which will broaden the range of investment and retirement products available to Wesleyan’s specialist financial advisers and their customers. The platform will give Wesleyan advisers centralized access to open and manage accounts and investments while offering an enhanced, modernized user experience. SS&C will also provide customer service support under the Wesleyan brand.
Access to the offering will open to a select pilot group of advisers in June 2025.
“Extending our relationship with SS&C with this exciting project is a significant milestone for us,” said Katie Wadey, Wesleyan’s chief product and commercial officer. “When fully developed, the new platform will allow us to better meet the savings, investments and wealth needs of doctors, dentists and teachers in an agile way, with the right technology and fund choice.”
The platform will support Wesleyan’s flagship With Profits Fund as well as a broader range under development.
“We are delighted Wesleyan has chosen to deepen our long-standing collaboration through this transformative project,” said Damien Barry, head of SS&C Global Investor & Distribution Solutions, EMEA. “We look forward to leveraging our deep understanding of the Wesleyan business to deliver a modern, integrated platform.”
