Your advice and our technology
We’ve run the numbers… it all adds up for your clients on Australia’s Best Platform.¹
Does your platform create value for your clients?
We’ve known for some time that good advice combined with enhanced platform functionality can add value for your clients, but now we’ve proved it.
‘Platform alpha’ is the benefit that enhanced technology available on HUB24 can provide by unlocking value for clients. This challenges the perception that all platforms provide equal capability and emphasises the need to evaluate capability when considering client outcomes.
Research: delivering pLATFORM alpha
Is it possible to quantify the benefits of great advice paired with enhanced platform functionality?
Can technology help you meet ‘best interest’ requirements?
These questions drove us to partner with Milliman—global specialists in wealth management and retirement delivering evidence-based data—to run the numbers in new research. This research paper covers:
- The additional benefits of managed portfolios on HUB24 vs managed funds;
- How advisers can tailor outcomes for clients with HUB24’s tax optimisation functionality, which can increase portfolio value and save clients’ money; and
- Progressive Portfolio Implementation (PPI)—How portfolio managers can leverage HUB24’s capabilities to potentially add value for clients by adjusting portfolios based on current market conditions.
Discover our market-leading managed portfolio functionality1
Tax optimisation
Choose from three tax management strategies for your clients to help minimise capital gains tax (CGT) implications when rebalancing.
Client-directed customisation
You can set up exclusions and substitutions to tailor your clients’ portfolios based on their needs.
Progressive Portfolio Implementation
Leveraging our enhanced capability, portfolio managers can substitute investments for new client money to reflect market conditions without impacting current funds invested in a managed portfolio.
Trading efficiencies
HUB24 delivers cost-effective trading by netting trades on all assets moving in and out of managed portfolios, including managed funds, listed securities, and more.
Support you and your clients can count on
Experience customer service excellence supported by innovative technology—rated #1 by advisers for Overall Platform Satisfaction.2
How platform alpha can help you create value and deliver a customised experience for clients
Jason Entwistle, HUB24’s Director of Strategic Development, discusses how platform alpha from Australia’s Best Platform¹ can offer results aligned with clients’ unique preferences, circumstances and desired outcomes.
How are investment managers using innovative technology to create value for clients?
Find out why investment managers are using HUB24 to add value to client portfolios. Hear them discuss the importance of flexibility and transparency for advisers and clients as we empower better financial futures, together.
1 Investment Trends Platform Competitive Analysis and Benchmarking Report 2020. HUB24 was rated Best Platform Overall in 2020 and Best Managed Portfolios Functionality for the past 5 years (2016-2020).
2 Wealth Insights Platform Service Report 2021