The Hubwise platform and fintech moneyinfo have signed a deal to provide automatic delivery of Hubwise platform reports to advisers’ clients.

The partnership covers all of Hubwise’s client reports, including valuations, statements, CGT reports and summary of charges. 

The arrangement means that quarterly reporting to clients is now processed automatically rather than requiring human involvement. 

The link will also give advice firms a full audit trail of documents together with management information on who has received a report and when it was opened. 

It automates compliance with MiFID II requirements and is available to clients of moneyinfo and Hubwise.

Tessa Lee, managing director of moneyinfo, said:  “This enhanced integration is a step further providing moneyinfo’s automated reporting service with secure access to reports generated on the Hubwise platform. These are then filed and sent, along with push notifications, to let clients know they have a new report, which they can view whenever they want via their smartphone, tablet or PC.”  

Angus Macdonald, CEO of Hubwise, said: “Hubwise strives to provide the best solutions for its business partners so with many of our users adopting moneyinfo as their client portal, integrating our technologies was a natural progression. It is more efficient and operationally beneficial for our adviser firms; delivering platform-generated reports directly to customers via the moneyinfo portal.”

Moneyinfo provides a branded service for advisers and investment managers, including branded apps for Apple and Android. 

Hubwise investment platform offers a processing engine which can be rapidly adopted by regulated investment firms.