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Technology

Connecting you to the latest Technology insights from our team at HUB24 and industry experts.

24th May

24 May 2024
Client portals provide gateway to secure client engagement

Take-outs: Consolidated logins via client portals are a common way people engage with their service providers, setting the standard on

Client portals provide gateway to secure client engagement

Take-outs: Consolidated logins via client portals are a common way people engage with their service providers, setting the standard on

24th May

24 May 2024
The top tech advisers are using to be more efficient and to see more clients

Take-outs: Integrating technology solutions into an advice practice improves practice efficiency and productivity, driving enhanced client experiences while also enabling

The top tech advisers are using to be more efficient and to see more clients

Take-outs: Integrating technology solutions into an advice practice improves practice efficiency and productivity, driving enhanced client experiences while also enabling

Insights
4th Jul

4 Jul 2022
Client and business benefits driven by HUB24 Present: A case study

“Time is precious.”“Time is money.”“Time is your most valuable resource.” These phrases often ring true for financial advisers and their

Client and business benefits driven by HUB24 Present: A case study

“Time is precious.”“Time is money.”“Time is your most valuable resource.” These phrases often ring true for financial advisers and their

29th Mar

29 Mar 2022
HUB24: the future is now

Our three-part series – “The Future is Now” – where we focus on technology, innovation and navigating change in the financial advice industry.

HUB24: the future is now

Our three-part series – “The Future is Now” – where we focus on technology, innovation and navigating change in the financial advice industry.

Webinars
17th Nov

17 Nov 2021
Megatrends to consider when building a value proposition for the future | Webinar

As part of our Technology and Innovation Series, watch Futurist and author of ‘Australia 2030! Where the bloody hell are

Megatrends to consider when building a value proposition for the future | Webinar

As part of our Technology and Innovation Series, watch Futurist and author of ‘Australia 2030! Where the bloody hell are

Webinars
9th Nov

9 Nov 2021
How data, technology and trust will shape innovation and your role as a financial adviser | Insights

As part of our Technology and Innovation Series, watch the leading tech experts and innovators including Dr Charlotte Marra (Google),

How data, technology and trust will shape innovation and your role as a financial adviser | Insights

As part of our Technology and Innovation Series, watch the leading tech experts and innovators including Dr Charlotte Marra (Google),

Insights
7th Oct

7 Oct 2021
Leveraging data to empower future of advice

HUB24 is collaborating with licensees and advisers to leverage data and technology to deliver solutions to enable cost-effective advice. More

Leveraging data to empower future of advice

HUB24 is collaborating with licensees and advisers to leverage data and technology to deliver solutions to enable cost-effective advice. More

Insights
23rd Sep

23 Sep 2021
Platform Alpha Series: Measuring the cost of delay

Managed portfolios are at the forefront of delivering client value, enabling advisers to tailor portfolios to client and market circumstances

Platform Alpha Series: Measuring the cost of delay

Managed portfolios are at the forefront of delivering client value, enabling advisers to tailor portfolios to client and market circumstances

Webinars
7th Sep

7 Sep 2021
The cost of delayed portfolio rebalancing and asset allocation changes | Webinar

Watch the latest in our Platform Alpha series where HUB24’s Head of Managed Portfolios, Brett Mennie, and Milliman Australia’s Principal

The cost of delayed portfolio rebalancing and asset allocation changes | Webinar

Watch the latest in our Platform Alpha series where HUB24’s Head of Managed Portfolios, Brett Mennie, and Milliman Australia’s Principal

Insights
11th Mar

11 Mar 2021
Making data the advice hero

A firm believer in the value of financial advice and a platform fanatic for the past 30 years, HUB24’s Director

Making data the advice hero

A firm believer in the value of financial advice and a platform fanatic for the past 30 years, HUB24’s Director