Sydney, 08 October 2025 – HUB24 has launched a new client reporting solution to empower financial advisers to create transparent, engaging and timely reporting for investments held across custody and non-custody assets, delivering clients a complete view of wealth while improving adviser productivity.
According to the Investment Trends 2025 Adviser Business Model Report, financial advisers spend 57% of their time on client-facing activities. However, many still manually report on non-custody assets, highlighting the need for a more efficient advice and review process.
Engage streamlines the previously time-consuming process of preparing client reports by automating the collection and verification of data across multiple systems. This creates efficiencies for advisers, enabling them to free up capacity and focus on higher-value activities.
HUB24’s General Manager of Product Development, Aydin Mustafa commented: “Client meetings are often a once-a-year key opportunity for financial advisers to build trust and engagement, and with Engage, these reviews become more impactful by using innovative technology to present data clearly and enhance the client experience.”
Engage is the next evolution of Present, HUB24’s innovative client reporting technology and is now available for advisers to access on the platform. Designed in collaboration with financial advisers, by leveraging interactive visuals, tailored presentation slides and client-specific data insights, Engage enables advisers to communicate portfolio progress more effectively, visually enhancing client engagement and enabling an understanding of long-term investment strategies .
Advisers using Engage are already integrating the solution into their workflows, boosting productivity and strengthening client communication.
“These client reports matter a lot, because they help us to tell compelling investment stories and build client trust,” said Emily Ugarkovic, Financial Adviser, Northaven Financial Management. “We’ve also saved a lot of time preparing reviews. Typically, it would take between two to four hours and now it only takes about half an hour.”
Other features of Engage include the ability for advice practices to add market commentary, tailor templates, use their preferred wording for asset classes and categories, and customise reports and presentations with their own brand.
“Before using Engage, I was selecting 12 or more different reports to prepare a client review, which was time consuming and complicated,” said Sean McGowan, Partner and Certified Financial Planner, Griffin Financial Services. “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 to understand.”
He added: “For them [clients] to see this beautiful engaging report, the feedback has been overwhelmingly positive.”
For more information, visit hub24.com.au/engage.
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For media inquiries contact:
Fiona Harris
MOB: 0466 012 434
Email: fharris@hub24.com.au
About HUB24
HUB24 Limited is listed on the Australian Securities Exchange, and includes the award-winning HUB24 platform, HUBconnect, Class, Nowinifinity and myprosperity.
The HUB24 platform offers advisers and their clients a comprehensive range of investment options, including market-leading managed portfolio solutions, and enhanced transaction and reporting functionality. As one of the fastest growing platforms in the market, the platform is recognised for providing choice and innovative product solutions that create value for advisers and their clients.
For further information, plea se visit www.HUB24.com.au