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Technology

Connecting you to the latest Technology insights from our team at HUB24 and industry experts.

24th May

24 May 2024
Client portals provide gateway to secure client engagement

Take-outs: Consolidated logins via client portals are a common way people engage with their service providers, setting the standard on

Client portals provide gateway to secure client engagement

Take-outs: Consolidated logins via client portals are a common way people engage with their service providers, setting the standard on

24th May

24 May 2024
The top tech advisers are using to be more efficient and to see more clients

Take-outs: Integrating technology solutions into an advice practice improves practice efficiency and productivity, driving enhanced client experiences while also enabling

The top tech advisers are using to be more efficient and to see more clients

Take-outs: Integrating technology solutions into an advice practice improves practice efficiency and productivity, driving enhanced client experiences while also enabling

Insights
4th Jul

4 Jul 2022
Client and business benefits driven by HUB24 Present: A case study

“Time is precious.”“Time is money.”“Time is your most valuable resource.” These phrases often ring true for financial advisers and their

Client and business benefits driven by HUB24 Present: A case study

“Time is precious.”“Time is money.”“Time is your most valuable resource.” These phrases often ring true for financial advisers and their

29th Mar

29 Mar 2022
HUB24: the future is now

Our three-part series – “The Future is Now” – where we focus on technology, innovation and navigating change in the financial advice industry.

HUB24: the future is now

Our three-part series – “The Future is Now” – where we focus on technology, innovation and navigating change in the financial advice industry.

Webinars
28th Jul

28 Jul 2020
The future of technology, platforms and managed portfolios | Webinar masterclass

HUB24’s Jason Entwistle offers insights on the important role technology plays in an increasingly competitive space where financial advisers are

The future of technology, platforms and managed portfolios | Webinar masterclass

HUB24’s Jason Entwistle offers insights on the important role technology plays in an increasingly competitive space where financial advisers are

Webinars
8th Sep

8 Sep 2020
Delivering Platform Alpha | Insights

HUB24 unveils brand new research conducted with global actuarial firm Milliman Inc that quantifies the benefits that platforms with enhanced

Delivering Platform Alpha | Insights

HUB24 unveils brand new research conducted with global actuarial firm Milliman Inc that quantifies the benefits that platforms with enhanced

Webinars
24th Feb

24 Feb 2021
Managed portfolios, customer value and behavioural finance | Webinar

How could using managed portfolios impact your clients’ perceived notions of value? Watch our webinar with State Street’s Global Head

Managed portfolios, customer value and behavioural finance | Webinar

How could using managed portfolios impact your clients’ perceived notions of value? Watch our webinar with State Street’s Global Head

Webinars
11th Feb

11 Feb 2021
HUBconnect: The future of technology and data in enabling advice | Webinar

HUB24 has been working with a number of forward thinking licensees to solve the challenges of delivering cost-effective advice. It

HUBconnect: The future of technology and data in enabling advice | Webinar

HUB24 has been working with a number of forward thinking licensees to solve the challenges of delivering cost-effective advice. It

Insights
20th Aug

20 Aug 2020
Whitepaper: Delivering Platform Alpha

We’ve known for some time that good advice combined with enhanced platform functionality can add value for your clients, but

Whitepaper: Delivering Platform Alpha

We’ve known for some time that good advice combined with enhanced platform functionality can add value for your clients, but