Empowering brokers and private wealth advisers with platform, technology and data solutions.
We know your priority is your clients. That’s why we’re delivering innovative product solutions to empower you to make a positive difference in their financial futures.
Driving efficiencies in your business with technology to make the complex, simple.
Adding value for your clients with innovative functionality.
Providing dedicated support and customer service when you need it.
find out why advisers voted us #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
Discover the benefits for your business and your clients
Make the complex, simple with innovative technology
- Open Australian and non-Australian tax resident client accounts online with ease
- Access trading capabilities suited to your needs and settle trades via DVP (Delivery Versus Payment )
- Save time by creating and rebalancing model portfolios in bulk, across your client base
- Integrated data feeds to Integrated data feeds to COIN, XPLAN, CLASS, BGL and SuperMate, and any EPI supported application
- Provide a single view of wealth for your clients with automated non-custody asset reporting alongside platform holdings
Drive efficiencies in your business
- ROA generation capabilities to deliver templated or customised ROAs to your clients at the same time as placing a trade in the system, either for individual clients or in bulk
- Tailored daily activities email keeps you up-to-date with what you need to know
- Online portfolio management reduces the need for external spreadsheets
- Your homepage dashboard gives you an overview of your clients’ investments, in one place.
- Build a customised reporting pack from over 40 available reports either for individual clients or in bulk
- Monitor your clients’ HUB24 super contributions using our SG contribution tracker
Simplify tax management for your clients
- Model potential realised tax gains or losses before the assets are switched
- Optimise client CGT outcomes by selecting from FIFO, Min Gain or Max Gain
- Tax parcels are held and managed at a whole-of-account level
- Automatic tax parcel selection methodology can be applied across an account
- In-specie transfers for IDPS
- Netting of all asset changes within an account before trading
Innovation delivered through data and business operations support
Our HUBconnect Broker team (formerly Agility Applications) has a long history of working with brokers to deliver innovative business reporting and support tools. Access business efficiencies in back-office operations with reports on a range of key business metrics, such as adviser commissions, workflow management and brokerage. You can also engage clients by delivering transaction history and portfolio reports directly to them.
Support, when and how you need it
BDMs
We have dedicated BDMs focused on brokers and private wealth advisers on hand to get you started and keep you moving.
TRMs
Our Training and Relationship Managers help you set up your practice, train your staff and identify key capability to help you empower your clients and get the most out of HUB24.
Transition support team
Our experienced team of specialist project managers and consultants work closely with you, providing guidance and support through your transition process.
Customer service team
Our Australian based call centre staff are available whenever and however you want – through phone, email and online chat.
SupportHUB
Our online service centre allows you to search for answers, electronically submit a request and track its progress to resolution.
Related Insights
Managed portfolios are at the forefront of delivering client value, enabling advisers to tailor portfolios to client and market circumstances
Managed portfolios are at the forefront of delivering client value, enabling advisers to tailor portfolios to client and market circumstances
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
Managed portfolios are the investment tool of choice for stockbrokers looking to diversify their traditional business model and move into
Managed portfolios are the investment tool of choice for stockbrokers looking to diversify their traditional business model and move into
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 Advisers rated us #1 for tax optimisation tools in the 2021 Investment Trends Adviser Technology Needs Report.