We’ve listened to your feedback, and we’ve made several improvements to our HUB24 Present feature to drive efficiency and flexibility for you and your clients:

• You can now export drill-down data, such as the consolidated holdings by asset class, as an Excel or PDF file.
• Your previous cover page settings will now be remembered for next time.
• We’ve expanded the drill-down options to include the performance time series used to calculate percentage returns.
• We’ve added new functions to the account group list, allowing you to select all accounts and hide account balances when presenting to family members across different households.
• We’ve improved the Summary slide in the Portfolio Update and Bucket Strategy Update templates and moved the option to switch templates to a more convenient location.
• You can now easily go back to the Portfolio dashboard by clicking the breadcrumb link at the top of the screen.
• We’ve added a new support guide, accessible next to the Feedback button at the top right of the screen.