{"id":23086,"date":"2023-03-21T14:33:56","date_gmt":"2023-03-21T03:33:56","guid":{"rendered":"https:\/\/www.hub24.com.au\/?post_type=newsletter&#038;p=23086"},"modified":"2023-10-11T17:01:30","modified_gmt":"2023-10-11T06:01:30","slug":"create-a-single-view-of-wealth-for-your-clients-on-hub24","status":"publish","type":"newsletter","link":"https:\/\/www.hub24.com.au\/newsletter\/create-a-single-view-of-wealth-for-your-clients-on-hub24\/","title":{"rendered":"Create a complete view of wealth for your clients on HUB24"},"content":{"rendered":"\n<p>Our platform enhancements are designed to drive efficiencies in your business, leveraging our data and technology capabilities to give you greater flexibility. Thanks to your input, we\u2019re continuing to deliver award-winning innovative platform functionality that empowers you to add value for your clients.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center has-deep-blue-color has-text-color\" id=\"h-together-we-re-creating-australia-s-best-platform\">Together We&#8217;re Creating Australia&#8217;s Best Platform<\/h2>\n\n\n\n<div class=\"wp-block-group alignwide has-vertical-padding-top-default has-vertical-padding-bottom-default has-horizontal-padding-left-default has-horizontal-padding-right-default has-max-width-eightyfive has-margin-none is-style-default\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-bjm-blocks-blocks alignwide is-style-slider\"><div class=\"wrapper-bjm-blocks align-left columns-3 columns-medium-2  columns-small-1  are-vertically-aligned-top no-wrap-small no-wrap-medium no-wrap-large\">\n<div style=\"min-height:315px\" class=\"wp-block-bjm-blocks-block has-background has-white-background-color has-vertical-padding-top-small has-vertical-padding-bottom-small has-horizontal-padding-left-small has-horizontal-padding-right-small has-max-width-none has-margin-none\">  \n<div class=\"wp-block-group has-vertical-padding-top-small has-vertical-padding-bottom-small has-horizontal-padding-left-small has-horizontal-padding-right-small has-max-width-none has-margin-none\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<figure class=\"wp-block-image size-large link-type-default\"><img decoding=\"async\" width=\"1920\" height=\"982\" src=\"https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/22-Platform_HUB_BPO-1920x982.png\" alt=\"\" class=\"wp-image-23052\" srcset=\"https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/22-Platform_HUB_BPO-1920x982.png 1920w, https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/22-Platform_HUB_BPO-980x501.png 980w, https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/22-Platform_HUB_BPO-768x393.png 768w, https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/22-Platform_HUB_BPO-1536x785.png 1536w, https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/22-Platform_HUB_BPO-2048x1047.png 2048w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n<\/div><\/div>\n<\/div>\n\n\n\n<div style=\"min-height:315px\" class=\"wp-block-bjm-blocks-block has-background has-white-background-color has-vertical-padding-top-small has-vertical-padding-bottom-small has-horizontal-padding-left-small has-horizontal-padding-right-small has-max-width-none has-margin-none\">  \n<div class=\"wp-block-group has-vertical-padding-top-small has-vertical-padding-bottom-small has-horizontal-padding-left-small has-horizontal-padding-right-small has-max-width-none has-margin-none\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-image link-type-default\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"1920\" height=\"982\" src=\"https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/22-Platform_HUB_BIR-1920x982.png\" alt=\"\" class=\"wp-image-23047\" srcset=\"https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/22-Platform_HUB_BIR-1920x982.png 1920w, https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/22-Platform_HUB_BIR-980x501.png 980w, https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/22-Platform_HUB_BIR-768x393.png 768w, https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/22-Platform_HUB_BIR-1536x785.png 1536w, https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/22-Platform_HUB_BIR-2048x1047.png 2048w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/figure><\/div><\/div><\/div>\n<\/div>\n\n\n\n<div style=\"min-height:315px\" class=\"wp-block-bjm-blocks-block has-background has-white-background-color has-vertical-padding-top-small has-vertical-padding-bottom-small has-horizontal-padding-left-small has-horizontal-padding-right-small has-max-width-none has-margin-none\">  \n<div class=\"wp-block-group has-vertical-padding-top-small has-vertical-padding-bottom-small has-horizontal-padding-left-small has-horizontal-padding-right-small has-max-width-none has-margin-none\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-image link-type-default\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"1920\" height=\"982\" src=\"https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/22-Platform_HUB_BIOBM-1920x982.png\" alt=\"\" class=\"wp-image-23048\" srcset=\"https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/22-Platform_HUB_BIOBM-1920x982.png 1920w, https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/22-Platform_HUB_BIOBM-980x501.png 980w, https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/22-Platform_HUB_BIOBM-768x393.png 768w, https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/22-Platform_HUB_BIOBM-1536x785.png 1536w, https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/22-Platform_HUB_BIOBM-2048x1047.png 2048w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/figure><\/div><\/div><\/div>\n<\/div>\n\n\n\n<div style=\"min-height:315px\" class=\"wp-block-bjm-blocks-block has-background has-white-background-color has-vertical-padding-top-small has-vertical-padding-bottom-small has-horizontal-padding-left-small has-horizontal-padding-right-small has-max-width-none has-margin-none\">  \n<div class=\"wp-block-group has-vertical-padding-top-small has-vertical-padding-bottom-small has-horizontal-padding-left-small has-horizontal-padding-right-small has-max-width-none has-margin-none\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<figure class=\"wp-block-image size-large link-type-default\"><img decoding=\"async\" width=\"1920\" height=\"1009\" src=\"https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/22-ATNR_HUB_VFMP-1920x1009.png\" alt=\"\" class=\"wp-image-23049\" srcset=\"https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/22-ATNR_HUB_VFMP-1920x1009.png 1920w, https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/22-ATNR_HUB_VFMP-980x515.png 980w, https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/22-ATNR_HUB_VFMP-768x404.png 768w, https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/22-ATNR_HUB_VFMP-1536x807.png 1536w, https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/22-ATNR_HUB_VFMP-2048x1076.png 2048w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n<\/div><\/div>\n<\/div>\n\n\n\n<div style=\"min-height:315px\" class=\"wp-block-bjm-blocks-block has-background has-white-background-color has-vertical-padding-top-small has-vertical-padding-bottom-small has-horizontal-padding-left-small has-horizontal-padding-right-small has-max-width-none has-margin-none\">  \n<div class=\"wp-block-group has-vertical-padding-top-small has-vertical-padding-bottom-small has-horizontal-padding-left-small has-horizontal-padding-right-small has-max-width-none has-margin-none\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-image  link-type-default\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"1920\" height=\"1757\" src=\"https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/AFL2022-Adviser-Ratings-awards-compilation-1920x1757.png\" alt=\"\" class=\"wp-image-23050\" srcset=\"https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/AFL2022-Adviser-Ratings-awards-compilation-1920x1757.png 1920w, https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/AFL2022-Adviser-Ratings-awards-compilation-980x897.png 980w, https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/AFL2022-Adviser-Ratings-awards-compilation-768x703.png 768w, https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/AFL2022-Adviser-Ratings-awards-compilation-1536x1405.png 1536w, https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/AFL2022-Adviser-Ratings-awards-compilation-2048x1874.png 2048w, https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/AFL2022-Adviser-Ratings-awards-compilation-1574x1440.png 1574w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/figure><\/div><\/div><\/div>\n<\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-deep-blue-color has-text-color\" style=\"font-style:normal;font-weight:800\">Report on your clients&#8217; Other investments HELD OUTSIDE OF HUB24<\/h2>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column has-vertical-padding-top-default has-vertical-padding-bottom-default has-horizontal-padding-left-default has-horizontal-padding-right-default has-max-width-none has-margin-none is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full  link-type-default\"><img decoding=\"async\" width=\"1125\" height=\"739\" src=\"https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/07\/Other-investments-populated-1.png\" alt=\"\" class=\"wp-image-24250\" srcset=\"https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/07\/Other-investments-populated-1.png 1125w, https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/07\/Other-investments-populated-1-980x644.png 980w, https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/07\/Other-investments-populated-1-768x504.png 768w\" sizes=\"(max-width: 1125px) 100vw, 1125px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column has-vertical-padding-top-default has-vertical-padding-bottom-default has-horizontal-padding-left-default has-horizontal-padding-right-default has-max-width-none has-margin-none is-layout-flow wp-block-column-is-layout-flow\">\n<p>To deliver a holistic view of investments for your clients, you can now include assets held outside HUB24 in reporting. Other investments include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Listed securities<\/strong> &#8211; Enter the quantity held and values will be updated automatically.<\/li>\n\n\n\n<li><strong>Managed funds<\/strong> &#8211; Enter the quantity held and values will be updated automatically.<\/li>\n\n\n\n<li><strong>Select cash accounts and term deposits:<\/strong> Create automated data feeds to add balances for select cash accounts and term deposits.<sup>1<\/sup> <a href=\"https:\/\/www.hub24.com.au\/newsletter\/add-automated-feeds-for-select-cash-accounts-and-term-deposits\/\">Learn more.<\/a> <\/li>\n\n\n\n<li><strong>Direct property <\/strong>&#8211; You can update values as appropriate with your client.<\/li>\n\n\n\n<li><strong>Other<\/strong> &#8211; Here, you can add any of your clients&#8217; additional assets &#8211; shares in private equity, bank account balances, collectibles, etc. Choose to update values when needed.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-media-text alignwide has-media-on-the-right is-stacked-on-mobile\" style=\"grid-template-columns:auto 35%\"><div class=\"wp-block-media-text__content\">\n<h2 class=\"wp-block-heading has-deep-blue-color has-text-color\" id=\"save-time-and-improve-transparency-by-requesting-ad-hoc-pension-payments-online\">Discover the Benefits<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-vertical-padding-top-default has-vertical-padding-bottom-default has-horizontal-padding-left-default has-horizontal-padding-right-default has-max-width-none has-margin-none\"><strong>A single view of wealth where you need it:<\/strong> Updates to \u2018Other investments\u2019 flow through to HUB24 Present, the Portfolio Dashboard and InvestorHUB.<\/li>\n\n\n\n<li class=\"has-vertical-padding-top-default has-vertical-padding-bottom-default has-horizontal-padding-left-default has-horizontal-padding-right-default has-max-width-none has-margin-none\"><strong>Automated price updates: <\/strong>When you enter your clients\u2019 listed securities or managed fund holdings held outside HUB24, prices are updated automatically.<\/li>\n\n\n\n<li class=\"has-vertical-padding-top-default has-vertical-padding-bottom-default has-horizontal-padding-left-default has-horizontal-padding-right-default has-max-width-none has-margin-none\"><strong>Increase client engagement: <\/strong>Leverage our market-leading HUB24 Present to connect in holistic discussions about your clients&#8217; investments and financial goals.<\/li>\n\n\n\n<li class=\"has-vertical-padding-top-default has-vertical-padding-bottom-default has-horizontal-padding-left-default has-horizontal-padding-right-default has-max-width-none has-margin-none\"><strong>Flexibility to suit your objectives: <\/strong>Include or exclude \u2018Other investments\u2019 from HUB24 Present as needed. Update valuations for direct property based on discussions with your clients.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-2 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column has-vertical-padding-top-default has-vertical-padding-bottom-default has-horizontal-padding-left-default has-horizontal-padding-right-default has-max-width-none has-margin-none is-layout-flow wp-block-column-is-layout-flow\"><\/div>\n<\/div>\n<\/div><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" src=\"https:\/\/www.hub24.com.au\/wp-content\/uploads\/2022\/03\/hub24-image-stock-21-1280x1920-1-edited.jpg\" alt=\"\" class=\"wp-image-19913 size-full\"\/><\/figure><\/div>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-deep-blue-color has-text-color\" id=\"h-where-does-information-about-other-investments-appear\">Where Does information about &#8216;Other Investments&#8217; appear?<\/h2>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-3 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column has-vertical-padding-top-default has-vertical-padding-bottom-default has-horizontal-padding-left-default has-horizontal-padding-right-default has-max-width-none has-margin-none is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full  link-type-default\"><img decoding=\"async\" width=\"573\" height=\"343\" src=\"https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/InvestorHUBpic-1.png\" alt=\"\" class=\"wp-image-23121\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column has-vertical-padding-top-default has-vertical-padding-bottom-default has-horizontal-padding-left-default has-horizontal-padding-right-default has-max-width-none has-margin-none is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-vertical-padding-top-default has-vertical-padding-bottom-default has-horizontal-padding-left-default has-horizontal-padding-right-default has-max-width-none has-margin-none\">Once you save &#8216;Other investments&#8217; data, a separate account labelled &#8216;Other investments&#8217; will display in:<\/p>\n\n\n\n<ul class=\"has-vertical-padding-top-default has-vertical-padding-bottom-default has-horizontal-padding-left-default has-horizontal-padding-right-default has-max-width-none has-margin-none wp-block-list\">\n<li class=\"has-vertical-padding-top-default has-vertical-padding-bottom-default has-horizontal-padding-left-default has-horizontal-padding-right-default has-max-width-none has-margin-none\"><strong>HUB24 Present:<\/strong> Select the &#8216;Other investments&#8217; account to create a single view of your clients&#8217; wealth to discuss the complete picture for asset allocation. De-select &#8216;Other investments&#8217;  if you want to exclude them.<\/li>\n\n\n\n<li class=\"has-vertical-padding-top-default has-vertical-padding-bottom-default has-horizontal-padding-left-default has-horizontal-padding-right-default has-max-width-none has-margin-none\"><strong>Portfolio Dashboard: <\/strong>View balances, asset allocation and a list of &#8216;Other investments&#8217; together with your clients&#8217; HUB24 account(s).<\/li>\n\n\n\n<li class=\"has-vertical-padding-top-default has-vertical-padding-bottom-default has-horizontal-padding-left-default has-horizontal-padding-right-default has-max-width-none has-margin-none\"><strong>InvestorHUB:<\/strong> Clients will be able to see \u2018Other investments\u2019 listed as a unique account in InvestorHUB (as pictured). Values will also contribute to their \u2018Total balance\u2019.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-deep-blue-color has-text-color\">Want to get started? <\/h2>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-4 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column has-vertical-padding-top-default has-vertical-padding-bottom-default has-horizontal-padding-left-default has-horizontal-padding-right-default has-max-width-none has-margin-none is-layout-flow wp-block-column-is-layout-flow\">\n<p>From the AdviserHUB Portfolio dashboard, go to the Account menu for a custody account and select \u2018Other investments\u2019. We recommend that for best results, you use Google Chrome, Microsoft Edge or Firefox to do so.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column has-vertical-padding-top-default has-vertical-padding-bottom-default has-horizontal-padding-left-default has-horizontal-padding-right-default has-max-width-none has-margin-none is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full  link-type-default\"><img decoding=\"async\" width=\"359\" height=\"252\" src=\"https:\/\/www.hub24.com.au\/wp-content\/uploads\/2023\/03\/InvestmentsMenu.png\" alt=\"\" class=\"wp-image-23093\"\/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading has-deep-blue-color has-text-color\">Where can you find additional information and support? <\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Your local Training &amp; Relationship Manager:<\/strong> <a href=\"https:\/\/www.hub24.com.au\/contact-a-bdm\/\" target=\"_blank\" rel=\"noreferrer noopener\">Contact your local TRM.<\/a><\/li>\n\n\n\n<li><strong>Client Services:<\/strong> Connect with the team via chat on <a href=\"https:\/\/my.hub24.com.au\/Hub24\/Login.aspx\">AdviserHUB<\/a>, email or on 1300 854 994.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading has-deep-blue-color has-text-color\">Related information<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.hub24.com.au\/newsletter\/add-automated-feeds-for-select-cash-accounts-and-term-deposits\/\">Add automated feeds for select cash accounts and term deposits<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.hub24.com.au\/features-benefits\/recent-platform-enhancements\/\">Recent platform enhancements<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.hub24.com.au\/newsletter\/save-time-with-interactive-client-presentations-at-your-fingertips\/\">Save time with interactive client presentations at your fingertips<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.hub24.com.au\/newsletter\/customise-asset-categories-in-hub24-present\/\">Customise asset categories in HUB24 Present<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.hub24.com.au\/newsletter\/new-market-leading-bucket-strategy-update-presentation-in-hub24-present\/\">New market-leading Bucket Strategy presentation in HUB24 Present<\/a><\/li>\n<\/ul>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Return to the <a href=\"https:\/\/www.hub24.com.au\/features-benefits\/recent-platform-enhancements\/\">Recent Platform Enhancements<\/a> page.<\/p>\n\n\n\n<div class=\"wp-block-group alignfull has-vertical-padding-top-large has-vertical-padding-bottom-large has-horizontal-padding-left-default has-horizontal-padding-right-default has-max-width-none has-margin-none has-silver-color has-deep-blue-background-color has-text-color has-background\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\"><div class=\"contact-options grid-x\">\n    <div class=\"contact-options-section cell small-12 large-4\">\n        <div class=\"contact-options-item\">\n            <i class=\"fal fa-comments\"><\/i>\n            <p>Contact us via our form<\/p>\n            <a href=\"https:\/\/www.hub24.com.au\/contact-us\/\" class=\"button-primary button--arrow-right\">Contact Us<\/a>\n        <\/div>\n    <\/div>\n    <div class=\"contact-options-section cell small-12 large-4\">\n        <div class=\"contact-options-item\">\n            <i class=\"fal fa-user\"><\/i>\n            <p>Chat to your local BDM        <\/p>\n            <a href=\"https:\/\/www.hub24.com.au\/contact-a-bdm\/\" class=\"button-primary button--arrow-right\">Contact a BDM<\/a>\n        <\/div>\n    <\/div>\n    <div class=\"contact-options-section cell small-12 large-4\">\n        <div class=\"contact-options-item\">\n            <i class=\"fal fa-phone\"><\/i>\n            <p>Give us a call <\/p>\n            <a href=\"tel:1300 854 994\" class=\"button-primary button--arrow-right\">Call: 1300 854 994<\/a>\n        <\/div>\n    <\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<p class=\"has-tiny-font-size\"><sup>1<\/sup> Automated data connections are now available for Macquarie Cash Management Accounts, Macquarie Cash Management Accelerator Accounts and Macquarie Term Deposits. The Macquarie Cash Management Account, Macquarie Cash Management Accelerator Account and Macquarie Term Deposits are deposit products issued by Macquarie Bank Limited ABN 46 008 583 542 AFSL 237502.<\/p>\n\n\n\n<p class=\"has-tiny-font-size\"><strong>Disclaimer:<\/strong> The information on this website is produced by and on behalf of HUB24 Limited (ABN 87 124 891 685) and its subsidiaries (HUB24 Group). HUB24 Custodial Services Ltd (ABN 94 073 633 664, AFSL 239 122) is the operator of HUB24 Invest (an investor directed portfolio service), promoter and administrator of HUB24 Super which is a regulated superannuation fund. The trustee and issuer of interests in HUB24 Super is HTFS Nominees Pty Limited (ABN 78 000 880 553, AFSL 232 500, RSE Licence No. L0003216).<br>The information on this website is general in nature only and does not take into account any person\u2019s objectives, financial situations or needs. Accordingly, before acting on any information on this website, the viewer should consider the appropriateness of the information having regard to their objectives, financial situation and needs, read the HUB24 Financial Services Guide and the relevant disclosure documents, and seek independent professional advice before making any decision to acquire or hold a financial product. HUB24 Limited and its subsidiaries disclaim all liability for any loss suffered by any person arising from their reliance on, or otherwise use of this information.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Our platform enhancements are designed to drive efficiencies in your business, leveraging our data and technology capabilities to give you&hellip;<\/p>\n","protected":false},"featured_media":20891,"menu_order":0,"template":"","newsletter-category":[],"class_list":["post-23086","newsletter","type-newsletter","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.1 (Yoast SEO v24.1) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Create a complete view of wealth for your clients on HUB24 - HUB24<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.hub24.com.au\/newsletter\/create-a-single-view-of-wealth-for-your-clients-on-hub24\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create a complete view of wealth for your clients on HUB24\" \/>\n<meta property=\"og:description\" content=\"Our platform enhancements are designed to drive efficiencies in your business, leveraging our data and technology capabilities to give you&hellip;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.hub24.com.au\/newsletter\/create-a-single-view-of-wealth-for-your-clients-on-hub24\/\" \/>\n<meta property=\"og:site_name\" content=\"HUB24\" \/>\n<meta property=\"article:modified_time\" content=\"2023-10-11T06:01:30+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.hub24.com.au\/wp-content\/uploads\/2022\/06\/Laptop-scaled.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2560\" \/>\n\t<meta property=\"og:image:height\" content=\"1707\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.hub24.com.au\/newsletter\/create-a-single-view-of-wealth-for-your-clients-on-hub24\/\",\"url\":\"https:\/\/www.hub24.com.au\/newsletter\/create-a-single-view-of-wealth-for-your-clients-on-hub24\/\",\"name\":\"Create a complete view of wealth for your clients on HUB24 - 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