Save time with interactive client presentations at your fingertips
Innovation that delivers efficiencies and enhanced client experience
We’re committed to innovation that delivers efficiencies for your business and an enhanced experience for your clients. Over the past year, we’ve collaborated with advisers to design HUB24 Present — a new feature which brings together the portfolio data you need to provide interactive and downloadable client presentations on the HUB24 platform, with a few clicks.
Key benefits for financial advisers
Save time preparing for client meetings
Some advisers are saving several hours in preparation time per client review.
Build engagement and understanding
by telling clients their investment story in a simple and compelling way.
Free up time to focus on issues beyond investments
to create more meaningful relationships with clients.
Help transform your client value proposition
and demonstrate the value of your advice through personalisation.
Advisers share how HUB24 Present adds value for clients
Let’s talk about how our market-leading platform can help you.^
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^ HUB24 won Best Platform Overall, Best Platform Managed Accounts Functionality, Best in Product Offering, Best in Decision Support Tools, Best in Online Business Management and Most Improved in the 2024 Investment Trends Platform Competitive Analysis and Benchmarking Report.