Technology and data solutions to shape the future of wealth management
We’re collaborating with licensees, advisers, and brokers to deliver innovative solutions that solve common challenges in the delivery of advice to enable accessible financial advice for more Australians.
We focus on getting the data right by providing integrated data feeds, automated reporting, and analytics that drive advice efficiencies and replace the manual, time-consuming and costly processes that increase the cost of advice.
We believe industry participants have an obligation to work together to build a strong future for advice and empower better financial futures together.
Data first Approach
HUBconnect aggregates, cleanses and stores structured and unstructured data to streamline integration. We’re improving accessibility and transparency over the data that licensees, advisers and stockbrokers need to drive process efficiencies, and lower the cost of advice delivery.
Leveraging data to support licensees and practices
HUBconnect supports licensees and practices by providing a range of solutions that drive efficiencies by monitoring elements of advice activity and delivering compliance insights derived from structured and unstructured data sources.
Solutions include:
- Reporting and dashboards on a licensee’s key risk indicators and business metrics
- Access to consolidated data across your adviser base
- Greater ability to monitor compliance measures and procedures
- Streamlining your ability to monitor e-FDS and Opt-in adherence to recent regulatory changes.
Insights
Welcome to our three-part series – “The Future is Now” – where we focus on technology, innovation and navigating change…
Welcome to our three-part series – “The Future is Now” – where we focus on technology, innovation and navigating change…
HUB24 is collaborating with licensees and advisers to leverage data and technology to deliver solutions to enable cost-effective advice. More…
HUB24 is collaborating with licensees and advisers to leverage data and technology to deliver solutions to enable cost-effective advice. More…
A firm believer in the value of financial advice and a platform fanatic for the past 30 years, HUB24’s Director…
A firm believer in the value of financial advice and a platform fanatic for the past 30 years, HUB24’s Director…
Technology usage within practices has normalised in the financial advice industry, but structural change within the industry has exposed huge…
Technology usage within practices has normalised in the financial advice industry, but structural change within the industry has exposed huge…
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