The Private Office Extends Wealth Management Relationship with SS&C

SS&C Technologies Holdings, Inc. has announced The Private Office (TPO), U.K.’s leading independent Chartered Financial Planning firm, has extended its service agreement with SS&C Hubwise.  SS&C supports TPO’s digital-first wealth management platform, along with customer service, dealing, custody, settlement services and Client Assets Source Book (CASS) regulatory support. "We have…