Save time and create custom
client reports in minutes
with Engage
Preparing for client meetings just got easier.
With Engage on HUB24, you can create customised client reports and presentations in minutes.
Engage transforms portfolio data into real-time, interactive visuals that bring your clients’ investments to life.
The result: You can save hours preparing for meetings and deepen clients’ trust, paving the way for more meaningful conversations.
Before using Engage, I was selecting 12 or more different reports to prepare a client review – this was time-consuming and complicated. Now I have access to so much functionality, amazing templates and the ability to select and save client-specific settings – they’re very customisable and easy for clients to understand.
Sean McGowan
Partner and Certified Financial Planner®
Griffin Financial Services
What is Engage
Engage is a new market-leading reporting capability available on the HUB24 platform. It brings together custodial and non-custodial data along with information about your clients’ other investments to create a complete view of their wealth all in one place.^
Key benefits
Transform client meetings by engaging clients with easy-to-understand visuals tailored to their needs
Get started quickly
Access simple-to-use technology that consolidates your clients’ portfolio data. Create interactive presentations that take your clients on a journey to understand their investments.
Increase productivity
Create custom client reports quickly, saving hours of meeting prep. Drive workflow efficiencies by keeping settings exactly as they were in your last meeting.
Create brand consistency
Make Engage your own with team-level settings – upload brand logos, choose chart colours, maintain shared image libraries, and customise asset classifications to align with your firm’s views.
Save hours in client meeting prep
Hear how advisers’ experiences preparing for client reviews have been transformed with Engage.
Provide clients with more transparency
Give your clients confidence to understand their investments and engage in deeper conversations.
Key benefits of Engage for your clients
Deliver an exceptional client experience with interactive investment presentations
Clear graphics
Investment information comes to life with clear visuals that are simple to understand, making more complex data accessible to all clients.
Consolidated reporting
All investment information in one place – include HUB24 platform investments plus other investments like cash accounts, individual shares, property, and collectibles.
Easy online access
Clients can access their custom reports and presentations via InvestorHUB at any time, providing 24/7 access to their investment information.
Join our live webinar intro to Engage
Leah Winterton (Group Product Manager for Engage) and Lauren Molloy (National Training and Relationship Manager) will show you how to make the most of Engage’s latest features to streamline your workflows and create a personalised client experience.
Date: October 14th
Time: 12pm AEDT
We’re creating Australia’s Best Platform, together
We believe in the value of advice and enabling accessible financial advice to more Australians.
Let’s talk about how our market-leading platform can help you.^
Submit your details and one of our team will be in touch.
^ 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.