The top 3 reasons advisers choose their preferred managed account platform

What makes a great managed portfolio provider?

Well, according to results in the 2022 Investment Trends Managed Account Report, the top three drivers when selecting a managed account provider are low overall cost to clients, good reporting and range of options available.

There’s a reason why we’ve been rated #1 for managed portfolio functionality 6 years running, and why advisers rate us #1 for overall satisfaction.¹

1. low overall cost to clients

We understand that every client is different, so we’ve created the HUB24 Discover, HUB24 Core and HUB24 Choice investment menus to choose from.

• HUB24 Discover offers your clients a select range of managed portfolios with no administration, no minimum fee, and no account keeping fees.
• HUB24 Core provides access to a range of managed portfolios, terms deposits and cash, with the benefit of lower minimum administration fees.
• HUB24 Choice offers your clients a full suite of investment options, allowing greater choice and flexibility.

2. good reporting on managed accounts

Our new platform feature Present gives advisers the tools they need to build engagement and understanding by telling clients their investment story in a simple and compelling way. Dive into managed portfolio holdings to see the underlying investments, and provide interactive and downloadable client presentations on the HUB24 platform, all with a few clicks.

3. range of options available

Advisers have given us top marks for Overall Best Investment Options.³ Our wrap investment menu offers a broad range of managed portfolios, managed funds, ASX listed securities, international listed securities, term deposits, annuities and more – our investment menus are constantly evolving to ensure we meet the changing needs of your clients.

HOW DO THE BENEFITS OF MANAGED PORTFOLIOS CHANGE OVER TIME?

Why do the client benefits of managed portfolios seem more apparent the longer you’ve been using them in your practice? And what’s the secret to getting the most out of managed portfolios?

We’ve tackled these questions in our new paper, where we spoke with a panel of experts to explore how client experiences, value propositions and long-term benefits amplify over time.

Read here

¹ Investment Trends Platform Competitive Analysis and Benchmarking Report 2021. HUB24 was rated Best Product Offering in 2021 and Best Managed Portfolios Functionality for the past 6 years (2016-2021).
³ Advisers rated HUB24 Overall Best Investment Options in the 2022 Adviser Ratings Australian Financial Advice Landscape Report