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At HUB24, we’re dedicated to delivering innovative solutions that drive productivity in your business and empower your clients with choice and flexibility.
Our approach to the advice fee consent process is no different. Here are some of the ways we are making it easier to manage consent with your clients:
Increased efficiency and transparency with a dedicated dashboard to manage advice fees
We’re taking away the stress of keeping up with advice fee arrangements. We’ve developed a centralised dashboard where you can monitor and manage all of your advice fee arrangements. Our new dashboard empowers you with greater visibility so you can track current fee arrangements, request one-off advice fees, track the progress of renewals, see upcoming consent renewals and process new arrangements all in one place.
To access the Advice Fee Consent dashboard, simply login to the AdviserHUB and navigate to Accounts > Advice fees
If you’d like to know more about the key features of our advice fee consent dashboard you can do so by downloading the support guide.
Enhanced productivity and choice with pre-populated digital forms
Save time and generate pre-populated PDF consent forms securely online for both renewal and new arrangements. We’re helping to drive productivity in your business and keep client information safe with our digital solutions for advice fee consent. Our pre-populated consent forms mean you can spend less time on admin and more time focusing on your clients. Clients have the flexibility to choose how they consent to advice fees in any of the following ways:
- Via pre-populated PDF form
- Via the HUB24 digital email consent
- Adviser/third party advice fee consent form
Bulk fee consent
Delivering on our commitment to drive more productivity in your business, we’ve streamlined fee consent to enable processing of multiple fee consents at one time. You can send multiple fee consent requests or generate our pre-populated form in bulk for easy management of your upcoming fee arrangements.
New custom fee templates
We’ve delivered new fee template capability to drive efficiency in your business and save you time when processing advice fee consent requests. You now have the ability to create custom templates that can be used to quickly populate fees. They are simple to apply across multiple accounts using the digital advice fee consent tool.
Resend capability
We’re driving efficiency in your business with our resend capability by enabling you to resend advice fee consent requests to clients when they have not yet approved the request. Instead of sending a new request, you can resend the existing advice fee consent request as a reminder using email or via InvestorHUB.
Future start date
We’re increasing visibility with the addition of upcoming fee arrangements on our advice fee consent dashboard. You can now view fee arrangements that have a future starting date to help you better manage your consent requests.
Find out more about the recent enhancements we’ve been making to streamline processes, drive efficiencies and improve transparency for advisers.
Let’s talk about how our market-leading platform can help you.^
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^ HUB24 won Best Platform Overall, Best Platform Managed Accounts Functionality, Best in Product Offering, Best in Decision Support Tools, Best in Online Business Management and Most Improved in the 2024 Investment Trends Platform Competitive Analysis and Benchmarking Report.
1 Wealth Insights Platform Service Report 2021. Investment Trends Platform Competitive Analysis and Benchmarking Report 2020. HUB24 was rated Best Platform Overall in 2020 and Best Managed Portfolios Functionality for the past 5 years (2016-2020).