- Service Name
HUB24 Platform
- Industry
Financial Services, Wealth Management, Platform Solutions, Technology Solutions
- Main Value Proposition
HUB24 delivers choice, value, and efficiency for financial advisers and their clients through its integrated platform solutions.
- Description
HUB24 offers an award-winning platform that provides integrated technology and data solutions for wealth management organizations. It empowers advisers, brokers, investment managers, and clients with innovative tools to enhance financial services.
- Key Features
Award-winning platform recognized for innovative product solutions; Comprehensive range of financial products including managed portfolios and superannuation; Enhanced technology that supports business growth and client advice delivery; Access to professional development resources and industry insights
- Use Cases
HUB24 is most valuable for financial advisers looking to enhance their service delivery, brokers seeking efficient technology solutions, investment managers needing robust management tools, and advised clients wanting access to diverse financial products.
- Competitive advantages
Rated #1 for Best Platform Overall in the 2023 Investment Trends report; Strong responsiveness and support from the administration team; Comprehensive resources for professional development and insights
- Strengths
HUB24's strengths include its award-winning platform, a wide array of financial products, strong market recognition, and a commitment to innovation and customer service.
- Positioning
HUB24 positions itself as a leading provider of integrated platform solutions in the wealth management industry, focusing on innovation and customer-centric services.
- Audience
The target users include financial advisers, brokers, investment managers, licensees, and advised clients who seek comprehensive financial solutions.
- CTA
Learn how HUB24 can help me
- Tags
Wealth Management
Financial Technology
Investment Solutions
Adviser Support
- Tagline
Empowering better financial futures, together.
- Tone of Voice
Empowering, professional, supportive
- Differentiation
HUB24 stands out in the market by being recognized as the best platform overall and for its exceptional managed account functionality, as well as its commitment to innovation and customer experience.
- Brand Positioning
HUB24's brand identity is built around empowering financial professionals and their clients through innovative technology and comprehensive support.
- Founded
2007-01-01
- Founders
Ivor Findlay