10 ways to drive productivity and reduce complexity for you and your clients
- Perform in specie re-contributions without selling down and in as little as 5 business days.
- Add new client bank account details in real-time with our new secure Pay Anyone capability.
- Allocate new client contributions efficiently to underweight assets with Dynamic Asset Allocation.
- Save time preparing for client meetings by generating interactive and downloadable client presentations with just a few clicks via HUB24 Present.
- Experience enhanced processing times with same-day withdrawals for super benefit payments to help ensure clients can access their super benefit payments when most needed.
- Save time with enhanced self-service capabilities when managing Rollover In requests, Notice of Intent (NOI) and online account opening processes.
- Simplify the online account opening process to Allianz Guaranteed Income for Life(AGILE) by integrating it through AdviserHUB.1
- Access greater flexibility and choice when submitting request forms through our range of accepted leading e-signature providers such as myprosperity, Docusign, AdobeSign and Annature.
- Streamline the account transition process into one place when tracking super to pension, pension refresh and re-contributions strategy requests.
- Save on average 23 hours per typical work week when using managed accounts on the award-winning HUB24 platform.2
Learn more about our recent platform enhancements >
1. This product is issued by Allianz Australia Life Insurance Limited, ABN 27 076 033 782, AFSL 296559 (Allianz Retire+). Allianz Retire+ is a registered business name of Allianz Australia Life Insurance Limited.
2. 2024 Investment Trends Managed Accounts Report.
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