Growth upside Target potential clients in mid-sized asset management and wealth firms similar to Fundamental Investment Management, highlighting SS&C Hubwise's cost-efficient platform, broader investment options, and automation capabilities as a differentiator for scalable growth.

Tech-enabled efficiency Position Hubwise as a technology-forward platform that complements or substitutes higher-cost incumbents by showcasing interoperability with popular tools (Xero, Snowflake, Oracle ERP, Splunk, Atlassian) to streamline operations and data analytics for investment teams.

Recent success signals Leverage recent client wins and revenue milestones of SS&C Technologies to build credibility with prospects, emphasizing momentum, expanding Australian small-cap fund launches, and a track record of growth in the broader SS&C ecosystem.

Strategic partnerships Identify opportunities for co-sell or integration discussions with asset managers and institutional clients (e.g., M&G) that already engage with SS&C, presenting Hubwise as an accessible platform that accelerates deployment and enhances automation for onboarding and fund operations.

Operating risk signals Monitor signs of client churn (e.g., FundRock Group departure) and frame proactive engagement with risk-aware messaging, offering migration-friendly workflows, data portability, and support to minimize disruption during transitions.