Innovative managed portfolio functionality empowering you to deliver better financial futures for your clients
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Does your platform enable you to:
- Choose from three tax management methods including Min Gain, Max Gain and FIFO, and apply these rules across assets within an entire account rather than just within a specific managed portfolio?
- Model CGT outcomes pre-trade, adjust trades to see real time CGT consequences, and estimate potential CGT impacts resulting from delaying the timing of switches and transactions by 7, 14, 28 & 60 days?
- Exclude or substitute assets for cash, pro-rata or for other assets?
- Leverage innovative portfolio management tools which enable managers to allocate new client funds to alternative assets, without the need to sell down assets for existing clients?
These are just some of the reasons our Managed Portfolios are ranked the best in the market, 6 years running1
Don’t just take our word for it. Advisers voted us No.1 for tax optimisation tools in the market2
Tax outcomes arising as a result of investment changes to managed portfolios are generally individual and not part of a pooled outcome, unlike managed funds.
With innovative capability available on HUB24, you can model and select tax management methods in a way that best suits your client, which may save them money and enable them to grow more wealth over time by saving and reinvesting funds that would have otherwise been paid in tax.
Not all stock substitution capabilities are the same – Looking for innovative ways to tailor portfolios for your clients?
Our flexible client-directed customisation capability enables you to exclude specific investments both inside and outside of your clients’ managed portfolios. You can tailor and implement investment strategies to help your clients navigate ethical, social, or other important factors (such as employment-related restrictions on owning specific securities).
We’re empowering investment managers to effectively implement their strategies to deliver more value for clients
Our unique Progressive Portfolio Implementation (PPI) capability empowers portfolio managers to implement a change in managed portfolio weightings by introducing one or more substitute investments and apply this change to new client funds for the managed portfolio, without impacting existing holders of the standard managed portfolio.
Learn how our market-leading platform can help you.
Complete the form to connect to your local BDM.
1. HUB24 rated #1 for Managed Account functionality by Investment Trends (2016-2021).
2. Advisers rated us #1 for tax optimisation tools in the 2021 Investment Trends Adviser Technology Needs Report.