Enhance value for money for your clients
Choose from a wide range of investment options to meet your clients’ objectives:
Rated #1 for investment offerings, our wrap investment menu offers1:
– Managed portfolios
– Managed funds
– Australian listed securities
– International listed securities
– Term deposits
– Annuities and more.
And we add to the menu every month to ensure we meet the changing needs of your clients.
Connect with your local BDM to learn more about the competitive pricing available to your client base.
With tax capabilities rated best in the market, you can add value to your clients’ portfolios.2
Transform your CVP and add value for your clients with our enhanced managed portfolio functionality.
Experience the value of HUB24 for your business
By collaborating with advisers, HUB24 delivers innovative product solutions with flexibility and choice to create efficiency and drive value.
You can choose to submit client consent via digital tools online or a .pdf form (provided by HUB24 or your licensee). We’ve also got reporting to help you stay on track with consents each year.
Advisers who use Present save ~3.5 hours in prep time for each client review. Present provides interactive client reports that can be created with a few clicks.
Access Customer Service with a range of experts to support your business—with our local BDMs and Training Relationship Managers, Transition Support Team, Australian-based Customer Service team and SupportHUB online.
Learn how our market-leading platform can help you.
Complete the form to connect to your local BDM.
1 Advisers rated HUB24 Overall Best Investment Options in the 2022 Adviser Ratings Australian Financial Advice Landscape Report and Best Product Offering in Investment Trends’ 2021 Platform Competitive Analysis and Benchmarking Report.
2 Advisers rated HUB24 #1 for tax optimisation tools in the 2021 Investment Trends Adviser Technology Needs Report.