HUB24 rated best platform overall.1 Here’s why.
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What makes a great managed portfolio provider?
According to the 2022 Investment Trends Managed Account Report, the three most important drivers are low overall cost, good reporting, and wide range of investment options.
Find out how HUB24 ticks all the boxes for your and your clients.
1. low overall cost to clients
We understand that every client is different, so we’ve created the HUB24 Discover, HUB24 Core and HUB24 Choice investment menus to choose from.
- HUB24 Discover offers your clients a select range of managed portfolios with no administration, no minimum fee, and no account keeping fees
- HUB24 Core provides access to a range of managed portfolios, terms deposits and cash, with the benefit of lower minimum administration fees.
- HUB24 Choice offers your clients a full suite of investment options, allowing greater choice and flexibility.
2. Innovative reporting capabilities
Our new platform feature Present gives advisers the tools they need to build engagement and understanding by telling clients their investment story in a simple and compelling way. Dive into managed portfolio holdings to see the underlying investments, and provide interactive and downloadable client presentations on the HUB24 platform, all with a few clicks.
3. Advisers voted us #1 foR range of investment options
Advisers have given us top marks for Overall Best Investment Options. Our wrap investment menu offers a broad range of managed portfolios, managed funds, ASX listed securities, international listed securities, term deposits, annuities and more – our investment menus are constantly evolving to ensure we meet the changing needs of your clients.³
Getting the most out of managed portfolios
It’s well-documented – Managed portfolios provide a range of benefits for both clients and advice practices. In addition to driving practice management efficiencies, they also provide a means to deliver a cost-effective value proposition and a better client experience.
However when comparing an advisers’ perception of these benefits against the length of time they have used managed portfolios, and interesting trend begins to emerge – the longer an advice business uses managed portfolios, the higher their conviction in the client benefits they offer.4
So why do the client benefits of managed portfolios seem more apparent the longer you’ve been using them in your practice? And what’s the secret to getting the most out of managed portfolios?
Learn how our market-leading platform can help you.
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1 HUB24 rated Best Platform Overall in 2022 Investment Trends Platform Competitive Analysis and Benchmarking report.
3 Advisers rated HUB24 Overall Best Investment Options in the 2023 Adviser Ratings Australian Financial Advice Landscape Report
4. Investment Trends Managed Accounts Report, January 2022.