Technology and data solutions to enable the future of wealth management
We’re collaborating with licensees, advisers and stockbrokers to provide 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.
As an industry we need to work together to build a strong future for advice and empower better financial futures together.
HUBconnect offers a range of innovative solutions to support licensees, advisers and brokers across the wealth industry
Your data, your way
HUBconnect integrates and refines data from a range of sources and provide it back to you in a format that suits your business and your needs.
Convert unstructured data using machine learning
Leveraging Google’s Cloud Platform Document AI and Vision AI capabilities we’ve developed a series of machine learning solutions to convert and store unstructured data to improve transparency and assist with compliance monitoring.
Data storage and supply
Data is stored within a central database which uses algorithms to generate clean data sets that can be used by your business to deliver key insights.
We understand the importance of data security
HUBconnect is a fully managed service delivered on a secure, resilient, scalable platform with ISO 27001 accreditation.
Manage client relationships
Streamline and integrate your CRM tools, and access client details and portfolio holdings in one spot.
Automate new client onboarding
Onboard your clients to multiple systems with just one data entry point and streamline form generation and data aggregation to support the account opening process.
Manage adviser commissions
Automate your commission workflow and streamline payments to stockbrokers and advisers.
Manage your compliance obligations
Manage your compliance obligations with automated KYC, fact find and AML tools.
Support capital raises
Manage and streamline your capital raises, deal management and allocations with full audit trails.
Insights
Take-outs: Consolidated logins via client portals are a common way people engage with their service providers, setting the standard on
Take-outs: Consolidated logins via client portals are a common way people engage with their service providers, setting the standard on
Take-outs: Integrating technology solutions into an advice practice improves practice efficiency and productivity, driving enhanced client experiences while also enabling
Take-outs: Integrating technology solutions into an advice practice improves practice efficiency and productivity, driving enhanced client experiences while also enabling
“Time is precious.”“Time is money.”“Time is your most valuable resource.” These phrases often ring true for financial advisers and their
“Time is precious.”“Time is money.”“Time is your most valuable resource.” These phrases often ring true for financial advisers and their
Our three-part series – “The Future is Now” – where we focus on technology, innovation and navigating change in the financial advice industry.
Our three-part series – “The Future is Now” – where we focus on technology, innovation and navigating change in the financial advice industry.
Let’s talk about how our market-leading platform can help you.^
Submit your details and one of our team will be in touch.
^HUB24 was rated Best Platform Overall, Best Managed Account Functionality, Best in Online Business Management, Best in Reporting and Best Mobile Platform in the 2023 Investment Trends Platform Competitive Analysis and Benchmarking Report.