Together, we’re building the future of advice.
We believe in advisers and the value of advice, and by working with licensees of all sizes to build flexible solutions and deliver the innovative products and platform service that make a difference for advisers and their clients, we’re empowering better financial futures, together.
As one of the fastest-growing platforms in the market with $51 billion in Funds Under Administration (FUA) we have the scale and capability to lead the wealth industry as the best provider of integrated platform, technology and data solutions and enable you and your advisers to empower better financial futures for your clients.1
Flexible platform solutions that enable you to customise a solution for your business and your clients.
Integrated technology and data solutions that deliver efficiencies for your business.
Dedicated support teams for you, your advisers and their clients.
Supporting the way, you want to run your business with full administration, custody and reporting capabilities.
Market-leader in managed portfolios.2
Empowering you with business insights to support compliance and growth
We provide the real-time tools you need to manage your business with data driven insights to keep you on top of compliance, adviser and client activity and platform flows.
- Our dashboard technology gives visibility on all the detail you need with insights available at individual adviser level or aggregated for your whole business.
- Access high level data like FUA and net flows or drill down to reporting on client activity, account size, asset allocation, inflows and outflows.
- Data feeds to external software providers and your CRM.
Delivering customer service excellence
Our commitment to our customers is one of the reasons advisers rated us #1. When it comes to helping you make the most of our innovative platform functionality and giving you, your advisers, and their clients great support the way that you want, we are on it.3
Leveraging data and technology solutions to build the platform of the future
We believe data will enable transformation of the financial services industry and assist the growing demand for cost effective advice.
Leveraging our technology and data expertise, HUBconnect is building technology and data solutions that solve key challenges, improve efficiencies and enable the delivery of cost-effective advice.
More power to connect with support, when and how you need it
Business Development Managers
We have offices around Australia, with local State Managers and BDMs on hand to get you started and keep you moving.
Training and Relationship Managers
Our Training and Relationship Managers help you set up your practice, train your staff and identify key functionalities to help you manage your clients, to 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.
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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 Platform Custodial FUA as at 31/03/2022.
2 HUB24 rated #1 for Managed Accounts Functionality by Investment Trends (2016-2021).
3 2022 Adviser Ratings Australian Financial Advice Landscape Survey.
4 Advisers rated us #1 for tax optimisation tools in the 2021 Investment Trends Adviser Technology Needs Report.