Innovation that delivers value for your clients and your business
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Your local HUB24 BDM can help. Complete the form and we’ll give you a call.
We’re committed to innovation that empowers better financial futures, together.
- Our Product Offering was rated #1 in the market, offering flexibility for you to personalise your clients’ portfolios with innovative solutions1
- Our innovative technology is designed to support you to manage your regulatory obligations
- Save time with our market-leading functionality that delivers efficiency for your business
- Unlock value for your clients’ portfolios through enhanced technology—something we call ‘platform alpha’
Tailor portfolios to meet your clients’ needs with investment choice and the #1 platform Managed Portfolios solution1
- Managed Portfolios functionality rated best in the market for the last 6 years
- Flexibility for your clients with Discover, Core and Choice menus
- Over 180 managed portfolios from market-leading managers2
- Over 1,000 managed funds from Australian and International markets3
- Australian and International listed securities from over 15 global exchanges & an extensive range of cost-effective US listed ETFs
- Wide range of responsible investing options (also known as ESG, sustainable or ethical investing)
- Retirement solutions from 3 leading providers
Over 1,000 managed funds3
Retirement solutions from 3 leading providers
Over 180 market-leading professionally managed portfolios (Aus & Int’l)2
Australian and International-listed securities
Term deposits from multiple providers
Responsible investment solutions
Access innovative technology that supports you through regulatory change
- Eliminate paperwork by leveraging HUB24’s integration with DocuSign, Adobe sign, Hellosign, FuseSign, ZohoSign or Eversign
- Open client accounts online with ease and obtain client fee consent seamlessly for new accounts
- Obtain advice fee consent from your existing clients with our flexible approach—online or via your preferred licensee or industry group forms
- Monitor your clients’ HUB24 super contributions using our SG contribution tracker
Drive efficiencies in your business with innovative technology
- Make trading simple with aggregated trading and bulk reporting
- ROA generation capabilities deliver templated or customised ROAs to your clients at the same time as placing a trade in the system either for individual clients or in bulk
- Tailored daily activities email keeps you up-to-date with what you need to know
- Rebalance model portfolios in bulk, across your client base
- Access integrated data feeds to Integrated data feeds to COIN, XPLAN, CLASS, BGL and SuperMate, and any EPI supported application
- Build a customised reporting pack from over 40 available reports, either for individual clients or in bulk, and 19 business reports
Unlock the power of platform alpha for your clients
- Model potential realised tax gains or losses before the assets are switched
- Optimise client CGT outcomes by selecting from FIFO, Min Gain or Max Gain
- Tax parcels are held and managed at a whole-of-account level
- Automatic tax parcel selection methodology can be applied across an account
- Netting of all asset changes within an account before trading
- Avoid the cost of delayed asset allocation changes
- Implement portfolio rebalances quickly
Learn how our market-leading platform can help you.
Complete the form to connect to your local BDM.
1 Investment Trends Platform Competitive Analysis and Benchmarking Report 2021. HUB24 was rated Best Managed Portfolios Functionality for the past 6 years (2016-2021), Best Product Offering and ranked #1 in 22 sub-categories of the report.
2 Over 180 managed portfolios available on our IDPS Choice Menu (over 160 on our Superannuation Choice Menu)
3 Over 1000 managed funds available on our IDPS Choice Menu (over 800 on our Superannuation Choice Menu)