We understand there are times when you need to generate a practice report that identifies your HUB24 clients alongside their client identifier from an external source.     

To help you effectively manage your client data across systems, we have introduced a new Client ID tab in the Accounts menu that enables you to supply unique identifier information.  This means you can identify and track your clients more easily and will display on screen, as well as within two existing Business Reports (i) Health Check Report and (ii) Adviser Fee Schedule by Account.  These reports can be exported and the relevant data merged with off platform reports you generate. 

Unique identifier information can be supplied for individual accounts on the new Client ID screen, or in bulk by uploading a CSV file (HUB24 account number, source, identifier).  Identifiers can be edited or deleted any time from the Client ID tab. 

We’ve also made enhancements to the Health Check Report in response to adviser feedback with the inclusion of an additional column for Dollars ($) held in cash . 

These additional fields will elevate your reporting capability and can be easily exported, saving you time when consolidating your reports.