Financial Planners

Superior portfolio and reporting system for Financial Planners!

What differentiates our Portfolio Service is our superior portfolio and reporting system and, to our knowledge, would be the only comparable platform built from the ground up in Australia within the last 10 years.

The HUB24 Portfolio Service incorporates efficient administrative features for the Adviser to manage your investment:

- Ability to create portfolio blends inclusive of all asset classes

- Bulk trade across all portfolio blends for all clients simultaneously

- Readily rebalance clients portfolios with the Re-align tool

- Investment of cash with automatic cash management tool

- Easy withdrawal facility (subject to liquidity of investments) allowing for one-off partial withdrawals from your Account by your Adviser to your nominated bank account

- Tax optimisation tool - estimation of potential realised gains/losses prior to commencing trades, ability to transfer stocks in specie into Non-Unitised Portfolio, and more certainty around tax components in a non-unitised environment

- Non-custody assets reported alongside custodial assets

- Ease and efficiencies of the Adviser Workbench

- Facilitates communication with the Adviser and Client via the Workbenches