Choose from a broad range investment and insurance options with HUB24 Invest
Investing is a long-term decision.
That’s why we empower advisers and their clients with flexibility and choice to create better financial futures, together. HUB24 Invest is supported by the award-winning technology of our platform, rated Best Platform Overall, Best Platform Managed Account Functionality, Best in Online Business Management and Best in Reporting.1
Wide range of investment options suited to a range of goals and life stages
One place to buy, sell and manage investments
with market-leading portfolio management tools
Optimise tax outcomes with
innovative tax capabilities
A choice of insurance options from a range of leading providers
Innovative platform capability that creates value
Access a range of investment options through our Discover, Core or Choice menu
HUB24 Invest is empowering advisers to support their clients with a diverse range of investment choices that can be tailored to meet individual investment objectives. In fact, advisers have given us top marks for Overall Best Investment Options.2
We’ve collaborated with leading Australian and International investment managers to provide a broad range of investment choices. Choose between the Discover, Core and Choice menus, which offer different investment options that can be tailored to meet your clients’ objectives.
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 our innovative managed portfolio functionality.
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 range of multi-sector and single-sector portfolios from Australian and International markets, backed by our innovative managed portfolio functionality.
Choose from a list of over 1,000 managed funds from more than 50 Australian and International fund managers.2
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).
Access a wide range of International listed securities and ETFs from more than 15 International exchanges across the US, Asia and Europe.
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.
Access a range of managed portfolios
HUB24 Invest offers access to managed portfolios (also known as managed accounts), which can provide an easy, cost-effective and tax-efficient way to implement an investment strategy. Managed portfolios can consist of a range of financial products, including Australian and International listed securities, managed funds, ETFs, ETPs, other managed portfolios and cash.
Other features
HUB24 Invest is delivered on our award-winning platform technology
With just a few clicks in a single account, an adviser can manage and switch investments easily, including buying or selling managed funds, managed portfolios, listed securities and other assets; and set up regular savings, withdrawals and investment plans.
Innovative functionality that adds value
Our platform functionality can help advisers and their clients save time and add value through innovative functionality, such as three different approaches to trading. Aggregated trading, for example, applies adjusted daily weighted average pricing and netting of asset trades to reduce transaction fees. HUB24 Invest also offers portfolio tax optimisation tools, so advisers can estimate, model and tailor specific tax outcomes for clients.
A choice of insurance options from a range of providers
Advisers can access a comprehensive range of insurance options to help support their clients’ financial wellbeing. Select from a range of providers that offer cover for Death, Total and Permanent Disability (TPD), Income Protection and Trauma as made available by the Trustee.
Online account access from desktop or mobile
With InvestorHUB, HUB24 Invest clients can track and manage their account online anytime as well as view all transactions, valuations and reporting. Account details are also available on the go with our mobile app.
AdviserHUB offers detailed portfolio reporting, the ability to switch investments, buy or sell managed portfolios, managed funds, listed securities and other assets, and set up regular savings and investment plans.
Are you an adviser?
Learn more about the HUB24 Platform and our adviser solutions.
Are you an advised client?
See how HUB24 can work with your adviser to support your financial future.
Insights
For more than 30 years, leading financial services provider Australian Financial Advisers (AFA) invested with a mainstream managed fund provider
For more than 30 years, leading financial services provider Australian Financial Advisers (AFA) invested with a mainstream managed fund provider
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
By: Brett Mennie, Head of Managed Portfolios, HUB24 At their core, supermarkets and distribution platforms are very similar, where managed
By: Brett Mennie, Head of Managed Portfolios, HUB24 At their core, supermarkets and distribution platforms are very similar, where managed
More products and solutions
Support your clients in meeting their retirement objectives with choice and flexibility available through HUB24 Super.
Support your clients in meeting their retirement objectives with choice and flexibility available through HUB24 Super.
Choose insurance options from leading insurance providers designed to meet a range of objectives.
Choose insurance options from leading insurance providers designed to meet a range of objectives.
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.
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 Best Platform Overall, Best in Online Business Management and Best in Reporting in the 2023 Investment Trends Platform Competitive Analysis and Benchmarking Report.
2 HUB24 was rated Best Overall Investment Choice by advisers in the 2022 Adviser Ratings Australian Financial Advice Landscape Report.
Target Market Determination
A target market determination (TMD) has been prepared which considers the design of this product, including its key attributes, and describes the class of consumer for whom this product is likely to be consistent with based on their likely objectives, financial situations and needs. A copy of the TMD for this product can be obtained from your financial adviser or is available on our website at www.hub24.com.au.