More power to service your clients with a broad range of investment options on our award-winning platform
Tailored portfolios to meet your clients’ needs.
We know how important it is to offer your clients choice and flexibility in how they invest, so it’s no wonder we’ve been rated #1 for the range of investments offered on our platform. Our investment menu offers a broad range of managed portfolios, managed funds, Australian listed securities, international listed securities, term deposits, annuities and more—which we continue to grow, to ensure we meet the changing needs of your clients.1
Flexibility for your clients with Discover, Core and Choice menus
Over 180 managed portfolios from leading managers2
Over 1000 managed funds from Australian and International markets3
Delivering choice and flexibility for you and your clients
We understand that every client is different, so we’ve created the Discover, Core and Choice investment menus to choose from.
Discover menu
Our Discover menu provides cost-effective access to a streamlined selection of managed portfolios by leading portfolio managers. This menu may suit early-stage wealth accumulators, later stage retirees, and anyone with less complex investment needs.
A selection of managed portfolios from 8 managers with the benefit of no administration or account keeping fees, backed by our innovative managed portfolio functionality.
HUB24’s cash account is a transaction account that supports the broad range of services provided to your clients, including investment trading, portfolio rebalancing, the payment of fees, insurance premiums and pension payments. Interest is calculated daily and paid monthly on any positive balance in your clients’ cash accounts.
Core menu
Our Core menu provides your clients access to a select range of investment options, with the benefit of lower minimum administration fees. This may be a great option for clients who have a lower account balance or straight forward investment needs.
In our Core Menu, we offer a selected range of multi-sector portfolios, backed by award-winning managed portfolio functionality.4
90-day, 180-day and 365-day term deposits from a range of providers.
HUB24’s cash account is a transaction account that supports the broad range of services provided to clients of the platform, for example investment trading, portfolio rebalancing, the payment of fees, insurance premiums and pension payments. Interest is calculated daily and paid monthly on any positive balance in your clients’ cash accounts.
Choice menu
Our Choice menu offers your clients a full suite of investment options, allowing greater choice and flexibility. This menu may suit clients with a larger account balance who would like to benefit from our full range of investment options.
Choose from a list of over 1,000 managed funds from more than 50 Australian and Internation fund managers.2
Access a wide range of multi-sector and single-sector portfolios, backed by award-winning managed portfolio functionality.4
Your clients can invest directly in Australian listed securities including listed shares, exchange-traded funds, other exchange-traded products, listed investment companies, interest rate securities and hybrids (such as preference shares and convertible notes).
Your clients can invest directly in a wide range of international listed securities from more than 15 international exchanges across the US, Asia and Europe, including an extensive range of US-listed ETFs.
90-day, 180-day and 365-day term deposits from a range of providers.
HUB24’s cash account is a transaction account that supports the broad range of services provided to clients of the platform, for example investment trading, portfolio rebalancing, the payment of fees, insurance premiums and pension payments. Interest is calculated daily and paid monthly on any positive balance in your clients’ cash accounts.
Find out how we’re innovating to empower advisers to grow the SMSF Market
We’re leveraging collective capability and expertise across HUB24, Class and NowInfinity to provide a cost-effective, integrated SMSF establishment, administration & investment solution. HUB24 SMSF Access is an affordable solution designed to meet the needs of clients who want to experience the benefits of their own SMSF without the associated costs and administration complexity of establishing and managing a traditional SMSF.
Discover the HUB24 difference
Creating value for you and your clients
But what really adds value for clients? For us, it’s more than just our menu. We know that great advice combined with enhanced platform functionality can add value to a client’s portfolio – this is what we call ‘platform alpha’. Whether it’s our leading tax optimisation capabilities giving you the ability to manage capital gains tax (CGT) implications when rebalancing, trade netting capabilities to reduce unnecessary trading costs, or our stock substitution functionality to tailor your clients’ portfolios based on their need, we’re empowering you to deliver real value for your clients.
Drive efficiency in your business and add value for your clients with our market-leading managed portfolios.
Drive efficiency in your business and add value for your clients with our market-leading managed portfolios.
Established in 2007 by a team with a strong track record of delivering market-leading solutions in the financial services industry
Established in 2007 by a team with a strong track record of delivering market-leading solutions in the financial services industry
We’ve known for some time that good advice combined with enhanced platform functionality can add value for your clients, but
We’ve known for some time that good advice combined with enhanced platform functionality can add value for your clients, but
Investing for the future, with clients of the future
As the demand for responsible investing grows, many financial advisers are seeking ways to incorporate it into their practice and meet their clients’ needs more holistically.
We’ve brought together industry experts in environmental, sustainable and governance investing to discuss how it’s spanning generations and influencing how advisers engage with their clients.
Did you know 90% of Australians believe it’s important that their financial adviser provides responsible or ethical options?5 We have one of the largest selections of responsible investments on offer in the platform market, including managed funds, Australian and US listed exchange traded funds (ETFs) and managed portfolios, providing significant choice and accessibility for you and your clients. And when combined with our stock substitution capabilities, you can build and manage your clients’ portfolios in a way that meets their individual needs and preferences.
Insights
Trust, transparency, and technology can work together to provide a strong framework from which an advice practice can address changes
Trust, transparency, and technology can work together to provide a strong framework from which an advice practice can address changes
We’ve known for some time that good advice combined with enhanced platform functionality can add value for your clients, but
We’ve known for some time that good advice combined with enhanced platform functionality can add value for your clients, but
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 users most likely to rate their satisfaction with our range of investment offered as ‘good’ or ‘very good’ in 2021 Investment Trends Adviser Technology Needs Report
2 Over 180 Managed portfolios available on our IDPS Choice Menu (over 160 on our Superannuation Choice Menu)
3 Over 1000 managed funds available on our IDPS Choice Menu (over 800 on our Superannuation Choice Menu)
4 HUB24 rated #1 for Managed Account functionality by Investment Trends (2016-2020)
5 2020 Responsible Investment Association Australasia’s (RIAA) report titled ‘From Values to Riches-2020’