You can now add information about your clients’ ‘Other investments’ beyond their HUB24 accounts (e.g. listed securities, managed funds, direct property, etc.) – and it will appear in HUB24 Present, the Portfolio Dashboard and InvestorHUB.
You can now add information about your clients’ ‘Other investments’ beyond their HUB24 accounts (e.g. listed securities, managed funds, direct property, etc.) – and it will appear in HUB24 Present, the Portfolio Dashboard and InvestorHUB.