Save time. Bring it all together.
Give your clients a complete view of their wealth with interactive client presentations on HUB24.
Create a complete view of wealth for your clients.
With our latest innovative platform enhancements, you can include all of your clients’ investments in HUB24 Present and our mobile app, including new automated data connections to select cash management or term deposit accounts.1
Bring together information about your clients’ HUB24 Invest and HUB24 Super accounts in holistic asset allocation discussions including their investments held off-platform. Values for listed securities and managed funds are also automatically updated based on the quantities you input to the platform.1
Add private equity, investment property or collectibles – with flexibility to update values as needed based on discussions with your clients.
Giving your clients a clear picture of their assets? We’ve made it easy.
HUB24 makes it easy to create a top-down view of your client’s assets, whether held in a HUB24 account or externally, under advice or not – to support meaningful conversations about the complete picture. With our interactive client presentation feature, HUB24 Present, you can:
Instantly access simple yet compelling presentations to tell the investment story in client meetings.
Use consistent language for asset allocation that your clients understand.
Have flexibility with performance calculations, choose before or after fees, include franking credits and compare returns against benchmarks.
Consolidate data for selected accounts across one or more client entities.
Automatically update the balances for Australian shares, international shares and select cash or term deposit accounts held outside of HUB24.1
Include or exclude your clients’ other investments held outside HUB24 for asset allocation.
Present live or download as a PDF or Excel to share directly with your clients.
Save on printing with drill down data on hand, such as contribution transactions, ready to answer unexpected questions.
Let’s talk about how Australia’s best platform can help you.
“The amount of time it takes for us to complete and prepare a report has been reduced by a few hours in some cases.”
Nicholas Emery, Arrow Private Wealth
Don’t just take our word for it. We’ve been rated #1 by advisers, Investment Trends and Wealth Insights.2
Let’s talk about how australia best platform can help you.
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1 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. For Australian managed funds, Australian and internationally listed securities, the values are automatically updated by applying the latest closing price to the quantity input by the adviser.
2Advisers rated HUB24 Overall Best Advice Platform, Best Client Experience, Best Adviser Experience, Ease of Onboarding, Best Functionality, Best Adviser Support, and Best Investment Options in the 2023 Adviser Ratings Australian Financial Advice Landscape Report.
Investment Trends rated HUB24 Best Platform Overall, Best in Reporting and Best in Online Business Management in the 2022 Platform Competitive Analysis and Benchmarking Report.