Empowering better financial futures, together with investment managers
As the platform rated #1 by advisers, we pride ourselves on offering a broad investment menu to advisers and their clients and understand the crucial role investment managers play in empowering better financial futures.1
That’s why we’re committed to providing innovative platform capabilities that support the delivery of your investment management expertise, and create value for your customers.
Find out why advisers voted HUB24 #1
Client and Business Benefits Driven from Managed Portfolio Adoption
Why did your business choose to work with HUB24?
“I just wanted to pass along how great it is dealing with an admin team that are as responsive as yours at HUB24. It’s definitely not common amongst most platforms and definitely sets HUB24 apart.”
Nicola Hunt, Advice First
Broad investment universe
- Investment options include access to Australian and International listed securities (including US listed ETFs), managed funds and managed potfolios. In fact, advisers have given us top marks for Overall Best Investment Options.2
- Our multi-currency functionality enables you to settle international securities transactions and international dividends in either foreign currency or Australian Dollar (AUD).
Progressive portfolio implementation
(PPI)
Our unique PPI capability enables you to implement a change in managed portfolio weightings by introducing one or more substitute investments and apply this change to new client funds for the managed portfolio, without impacting existing holders of the standard managed portfolio.
Online portfolio administration efficiencies with managerhub
- Download your latest managed portfolio weights and upload weight changes to individual portfolios, or multiple portfolios in bulk.
- Real-time validations for investment weight changes.
- Dividend reinvestment plans for Australian listed securities (where available).
Compliance and monitoring
- On-screen mandate reporting covering pre-trade and post-trade.
- Dual authorisation process for weight changes.
- Ability to access historical weight changes.
- Daily and ad-hoc email notifications covering critical activities.
Comprehensive reporting
- Shadow portfolio reporting including daily and periodic managed portfolio performance and managed portfolio weights.
- A range of FUM and flows reporting segmented by State and Adviser, as well as daily and periodic performance reporting.
- Daily and periodic revenue tracking (including both accrual and paid).
- Access to Tax Invoices.
Communication tools
- Capture commentary when making investment weight changes and elect to publish to advisers and investors.
- Ability to publish a Quarterly Report to advisers and investors.
Connecting advisers to your CPD accredited education material
Through our Professional Development page we connect advisers with the latest CPD accredited material from our investment managers, so they can stay up-to-speed with strategies, market insights and industry trends. If you’d like to contribute to the site contact us here to learn more.
We know your priority is your clients. That’s why our priority is empowering you to make a positive difference in their financial futures.
We know your priority is your clients. That’s why our priority is empowering you to make a positive difference in their financial futures.
We understand the importance of Professional Development. That’s why we’re committed to delivering you a range of CPD-accredited education materials from experts across our industry with one thing in mind — to support you in empowering better financial futures for your clients.
We understand the importance of Professional Development. That’s why we’re committed to delivering you a range of CPD-accredited education materials from experts across our industry with one thing in mind — to support you in empowering better financial futures for your clients.
HUB24’s award-winning platform delivers choice, value and efficiency for you and your clients.
HUB24’s award-winning platform delivers choice, value and efficiency for you and your clients.
Let’s talk about how our market-leading platform can help you.^
Submit your details and one of our team will be in touch.
^ HUB24 was rated Best Platform Overall, Best Managed Account Functionality, Best in Online Business Management, Best in Reporting and Best Mobile Platform in the 2023 Investment Trends Platform Competitive Analysis and Benchmarking Report.
1 HUB24 was rated Overall Best Platform in the 2022 Adviser Ratings Australian Financial Advice Landscape Survey.
2 HUB24 was rated Best Overall Investment Choice by advisers in the 2022 Adviser Ratings Australian Financial Advice Landscape Report.