SS&C to Power Wesleyan's New Digital-First Wealth Platform

Published: 2025-06-18 09:20:49 ET SSNC

Published on 06/18/2025 at 09:20

SS&C Technologies Holdings, Inc. announced that Wesleyan Assurance Society has partnered with SS&C to develop its digital-first wealth management platform. The platformbuilds 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. Following a competitive tender process, Wesleyan selected SS&C Hubwise to deliver the newplatform, 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.

The platform will support Wesleyan's flagship With Profits Fund as well as a broader range under development.