Investing in the future, delivering today.
At HUB24, we believe in the value of advice in empowering better financial futures. As emerging technologies reshape the advice landscape, our commitment to constant innovation drives market-leading solutions that enable advisers to deliver cost-effective advice to more Australians.
Innovation is in our DNA—our investment in innovation has been delivering client-focused solutions for over 15 years.
HUB24 pioneered innovation in managed portfolios for over a decade, empowering advisers to deliver value for their clients
Innovation Lab established in 2018, dedicated to exploring how machine learning and AI can help meet emerging adviser and client needs
Leveraging our expertise with data capabilities that empower advisers to save time and drive client engagement through innovations like HUB24 Present
Our platform is built on proprietary tech that enables regular enhancements; designed and delivered in house
HUBconnect automates operational processes, delivers advice efficiencies and drives customer service excellence
How does innovation empower advisers today?
What’s happening in our Innovation Lab?
By embedding innovation in our DNA, we’re staying ahead of the curve. For the past 5 years, our Innovation Lab has been focused on exploring how emerging technologies can be leveraged to solve challenges for advisers and licensees.
We’re committed to developing new ways for advisers to utilise data, machine learning and AI to improve operational efficiency, risk management and personalised experiences for clients, as well as deliver better outcomes for their clients.
Innovative managed portfolios at our core, for over a decade.
Technology has already moved on considerably from the first iterations of managed portfolios. For over a decade, we’ve pioneered innovation in managed portfolios and delivered cutting-edge features and services that empower advisers to add value for their clients and deliver efficiencies for their business.
Discover the benefits of our innovative managed portfolio functionality.
Optimise tax outcomes for your clients
Estimate CGT impacts resulting from delaying the timing of switching and transactions, and model consequences of various tax treatments (FIFO, Min Gain, Max Gain) to select the most appropriate parcels to be sold and deliver value for your clients. outcomes to your clients’ individual circumstances.
Deliver value for your clients
Transform your CVP and add value for clients with enhanced managed portfolio functionality. In advisers’ own words, managed portfolios have improved transparency, client understanding, and provide them with more time to devote to their clients’ goals.
Offer choice and flexibility
Our investment menu offers a broad range of managed portfolios, managed funds, ASX listed securities, international listed securities, term deposits, annuities and more – our investment menus are constantly evolving to ensure we meet the changing needs of your clients.
Innovation that delivers efficiencies and enhanced client experience
Discover how you can save time and create a complete view of your client’s wealth through HUB24 Present.
Find out how we’re innovating to empower advisers to grow the SMSF Market
We’re leveraging collective capability and expertise across HUB24, Class and NowInfinity to provide a cost-effective, integrated SMSF establishment, administration & investment solution.
LET’S TALK ABOUT HOW AUSTRALIA’S BEST PLATFORM CAN HELP YOU
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