New market-leading ‘Bucket strategy update’ presentation in HUB24 Present
By working together with advisers, we’re continuing to deliver award-winning innovative platform functionality that enables industry transformation and empowers you to add value for your clients.
Together We’re Creating Australia’s Best Platform
We heard from many advisers who use a bucket strategy approach (e.g. ‘Short-term needs’ and ‘Long-term needs’) to retirement income planning. By working together with advisers, we’ve created our new ‘Bucket strategy update’ presentation to support client discussions.
how does it work?
From the ‘Asset categories’ feature in AdviserHUB, create and assign bucket categories (e.g. ‘Short-term needs’, ‘Medium-term needs’ and ‘Long-term needs’) to managed portfolios and assets individually or in bulk using a new file upload feature.
Once that’s complete, your new ‘Bucket strategy update’ presentation is ready to go in HUB24 Present.
Discover the benefits
- Automated bucket strategy reporting: Eliminate time spent manually preparing reports for clients to discuss the change in allocation to buckets to meet their retirement income needs over time.
- Building trust with clients: With HUB24 Present, you can provide engaging, interactive client presentations that align with your advice documents and investment advice approach.
Want to get started?
You need to be a Team Administrator to create and assign bucket categories. For more information, please refer to the next section.
In AdviserHUB:
- Go to HUB24 Present and select the Assets button.
- Alternatively, navigate to the Settings > Asset categories menu.
Keep in mind that your Team Administrator may already be assigned (e.g. if you’re part of a larger licensee, this role may be managed by the head office team). To find out, click the ‘Assets’ button in the top right-hand corner of HUB24 Present.
When you get to the ‘Available assets’ screen, the text at the top will inform you if the HUB24 defaults currently apply or whether your organisation is managing the customisation of asset classes.
- If HUB24 is listed, you can use the ‘Send a request to Client Services for this role’ link to request the Team Administrator role.
- If your organisation is listed, get in touch with a member of your head office team to learn more or request Team Administrator access.
Where can you find additional information and support?
- Your local Training & Relationship Manager: Contact your local TRM.
- Client Services: Connect with the team via chat on AdviserHUB, email or on 1300 854 994.
Related information
- Recent platform enhancements
- Save time with interactive client presentations at your fingertips
- Create a single view of wealth for your clients on HUB24
- Customise asset categories in HUB24 Present
- Add automated feeds for select cash accounts and term deposits
Return to the Recent Platform Enhancements page.
Disclaimer: The information on this website is produced by and on behalf of HUB24 Limited (ABN 87 124 891 685) and its subsidiaries (HUB24 Group). HUB24 Custodial Services Ltd (ABN 94 073 633 664, AFSL 239 122) is the operator of HUB24 Invest (an investor directed portfolio service), promoter and administrator of HUB24 Super which is a regulated superannuation fund. The trustee and issuer of interests in HUB24 Super is HTFS Nominees Pty Limited (ABN 78 000 880 553, AFSL 232 500, RSE Licence No. L0003216).
The information on this website is general in nature only and does not take into account any person’s objectives, financial situations or needs. Accordingly, before acting on any information on this website, the viewer should consider the appropriateness of the information having regard to their objectives, financial situation and needs, read the HUB24 Financial Services Guide and the relevant disclosure documents, and seek independent professional advice before making any decision to acquire or hold a financial product. HUB24 Limited and its subsidiaries disclaim all liability for any loss suffered by any person arising from their reliance on, or otherwise use of this information.