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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

Tailored superannuation solutions that meet your clients’ needs.

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.

Add value for your clients with innovative functionality

Great advice combined with enhanced platform functionality can add value to your clients’ portfolios —this is what we call ‘platform alpha’. With a wide range of investment and insurance choices and innovative managed portfolio functionality, you can tailor solutions to meet your clients’ needs and deliver real value. When combined with market-leading tax optimisation tools, trade netting capabilities and stock substitution capabilities, it all adds up for your clients.4

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.

12th Nov

12 Nov 2024
It’s all in the family. Discover a solution that spans generations: A case study

ELEVENTEN is based in Carlton, Melbourne and caters to high-net wealth families including specialist medical practitioners working in the area.

It’s all in the family. Discover a solution that spans generations: A case study

ELEVENTEN is based in Carlton, Melbourne and caters to high-net wealth families including specialist medical practitioners working in the area.

12th Nov

12 Nov 2024
Discover innovation to meet the needs of more clients: A case study

Established in 2022 on Queen Street in the heart of Melbourne, Sonder Advisory Group has a diverse client base that

Discover innovation to meet the needs of more clients: A case study

Established in 2022 on Queen Street in the heart of Melbourne, Sonder Advisory Group has a diverse client base that

12th Nov

12 Nov 2024
HUB24 Discover unlocks client segments and multi-generational advice

Managed portfolios are becoming essential for delivering multi-generational advice, providing a broad range of benefits across age groups and client

HUB24 Discover unlocks client segments and multi-generational advice

Managed portfolios are becoming essential for delivering multi-generational advice, providing a broad range of benefits across age groups and client

Insights
2nd Dec

2 Dec 2022
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

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

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^ 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.