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 now we’ve proved it.

‘Platform alpha’ is the benefit that enhanced technology available on HUB24 can provide by unlocking value for clients. This challenges the perception that all platforms provide equal capability and emphasises the need to evaluate capability when considering client outcomes.

So is it possible to quantify the benefits of great advice paired with enhanced platform functionality? Can technology help you meet ‘best interest’ requirements?

Research paper created with Milliman Australia

These questions drove us to partner with Milliman—global specialists in wealth management and retirement delivering evidence-based data—to run the numbers in new research. This research paper covers:

• The additional benefits of managed portfolios on HUB24 vs managed funds;
• How advisers can tailor outcomes for clients with HUB24’s tax optimisation functionality, which can increase portfolio value and save clients’ money; and
• Progressive Portfolio Implementation (PPI)—How portfolio managers can leverage HUB24’s capabilities to potentially add value for clients by adjusting portfolios based on current market conditions.

Delivering Platform Alpha – Webinar

HUB24 unveils research conducted with global actuarial firm Milliman Inc that quantifies the benefits that platforms with enhanced capabilities can provide for clients. Milliman’s research suggests features available on certain technology advanced platforms in the Australian market can provide substantial improvements to investment performance and tax outcomes.

HUB24’s Head of Managed Portfolios Brett Mennie together with Milliman Australia’s Wade Matterson take participants through a number of case studies that demonstrate enhanced value and better outcomes for your clients.