Innovative technology is helping advisers to collaborate with their clients more effectively and engage with the next generation. HUB24's Greg Hansen and financial adviser Andrew Sherlock discuss how technology is supporting the succession planning process. Watch the full video with ausbiz here: https://lnkd.in/gCacRF7N
About us
HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet. At HUB24, we believe in the value of advice and by collaborating with the industry and leveraging our technology and data expertise, we’re helping to solve key challenges to enable the delivery of accessible financial advice, and empower better financial futures for more Australians. Our solutions include Australia’s best platform HUB24, leading SMSF software Class, and myprosperity’s innovative client portal technology. Recognised by advisers and the industry as Australia’s best platform, HUB24 leverages data and technology to deliver choice, flexibility, efficiencies and value for advisers and their clients. We’re committed to continued investment in innovation that delivers, making the complex simple and enabling advisers to empower better financial futures for more Australians. As a leading provider of SMSF software, Class, together with NowInfinity, delivers trust accounting, portfolio management, legal documentation and corporate compliance solutions that transform the way finance professionals do business. We champion automation, simplicity and connectively to drive business profitability and enhanced client experience. myprosperity is a leading provider of client portals for accountants and financial advisers, enabling streamlined service delivery and increased productivity for their business and enhanced customer experience for their clients. We make it easier for Australians to share, communicate and collaborate with their financial professional across all aspects of their financial lives.
- Website
-
http://www.hub24.com.au
External link for HUB24 Limited
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Sydney, NSW
- Type
- Public Company
- Specialties
- Managed Portfolios (SMAs), Managed funds, Listed securities, ETFS, LICs, Term deposits, Administration, Investments, Super, Account-based pensions, Transition to retirement pensions, SMSFs, Group and retail insurance, Direct market trading, Online account access, Fintech, SMSF software, and Client portal technology
Locations
-
Primary
Get directions
Level 2
7 Macquarie Place
Sydney, NSW 2000, AU
Employees at HUB24 Limited
Updates
-
Meet Shilpa, one of our Test Analysts at HUB24. After an eight-year career break, Shilpa gives us some insights into her positive mindset and the team culture at HUB24, both which have helped her successfully transition back into a tech career. https://bit.ly/3zVG9Nj #womeninstem #deliverwithintegrity
Meet Shilpa: Thriving in tech after an 8-year career break
https://www.hub24.com.au
-
We are proud to support Financial Industry Community Aid Program (FICAP)'s Rock Star event which raised more than $100,000 last night for its charity partners Life Ed | Healthy Harold, Feel the Magic and Fighting Chance Australia. It was a great opportunity for us to get together with our industry colleagues and support these organisations which provide much needed services to Australian youth and their families. Congratulations to all the rock star winners and thanks to FICAP for a great night! #empoweringbetterfinancialfuturestogether https://bit.ly/3LBb9EO
FICAP RockStar raises over $100k for charity partners
financialstandard.com.au
-
We’ve wrapped up at the SMSF Association Technical Summit in Sydney. Thanks to everyone who dropped by our stand to say hello and enter our competition. Over two incredible days our HUB24 Limited and Class Pty Limited teams had the opportunity to connect with many SMSF specialists and discuss how our innovative and award-winning SMSF and investment solutions can enable their businesses to drive productivity and empower greater value for their clients. (1,2) 1 SMSF Software Provider of the Year, 2023 SMSF Adviser Awards, SMSF Adviser. 2 Best Platform Overall, Investment Trends, 2023 Platform Competitive Analysis and Benchmarking Report. 2 Overall Best Platform, Adviser Ratings, 2024 Financial Advice Landscape Report. #hub24 #empoweringbetterfinancialfuturestogether #morepowertoyou #SMSFinnovation #TS2024
-
-
Happy National Intern Day! Today, we celebrate the incredible contribution of our interns at HUB24. These passionate and innovative individuals bring fresh perspectives and boundless energy to our team every day. Our interns are not just learning; their dedication, creativity and enthusiasm are helping shape the future of our industry. Thank you for your hard work. We are so excited to see where your careers will take you. Thanks also to the mentors across HUB24 Group who share their time and knowledge with the intern team. Together we Succeed as One. Here's to our interns – the bright minds of today and the leaders of tomorrow! 🚀🌟 #NationalInternDay #succeedasone #hub24interns #classlimited
-
-
The HUB24 Limited and Class Pty Limited teams are loving the energy at the SMSF Association Technical Summit in Sydney. We’ve had some great conversations with SMSF specialists interested in how they can adopt award-winning technology to improve efficiency and increase productivity within their businesses. Make sure to drop by our stand and enter our competition for your chance to win a Garmin vivoactive 4S smartwatch. 1, 2 1 SMSF Software Provider of the Year, 2023 SMSF Adviser Awards, SMSF Adviser. 2 Best Platform Overall, Investment Trends, 2023 Platform Competitive Analysis and Benchmarking Report. 2 Overall Best Platform, Adviser Ratings, 2024 Financial Advice Landscape Report. #hub24 #empoweringbetterfinancialfuturestogether #morepowertoyou #SMSFinnovation #TS2024
-
-
The SMSF Association Technical Summit has kicked off in Sydney. The HUB24 Limited and Class Pty Limited teams are set-up and ready to connect with you over the next 2 days. Visit our stand and enter our competition for your chance to win a Garmin vivoactive 4S smartwatch. If you’re keen to learn how you can drive productivity within your business and add value to your SMSF clients, talk to our team about leveraging our innovative and award-winning technology solutions to deliver the benefits for you and your clients. (1, 2) 1 SMSF Software Provider of the Year, 2023 SMSF Adviser Awards, SMSF Adviser. 2 Best Platform Overall, Investment Trends, 2023 Platform Competitive Analysis and Benchmarking Report. 2 Overall Best Platform, Adviser Ratings, 2024 Financial Advice Landscape Report. #hub24 #empoweringbetterfinancialfuturestogether #morepowertoyou #SMSFinnovation #TS2024
-
-
Only one day out before we kick-off the SMSF Association Technical Summit in Sydney. Visit our stand and enter our competition for your chance to win a Garmin vivoactive 4S smartwatch. The HUB24 Limited, Class Pty Limited and myprosperity teams will be on-hand to chat with you about how our innovative and our award-winning technology*^ solutions can better empower you and your SMSF clients. * SMSF Software Provider of the Year, 2023 SMSF Adviser Awards, SMSF Adviser. ^ Best Platform Overall, Investment Trends, 2023 Platform Competitive Analysis and Benchmarking Report. ^ Overall Best Platform, Adviser Ratings, 2024 Financial Advice Landscape Report. #hub24 #empoweringbetterfinancialfuturestogether #morepowertoyou #SMSFinnovation #TS2024
-
-
Collaborating and engaging with your clients via an app on their phone is just one example of how technology is enhancing the financial advice experience for the next generation. Watch HUB24's Greg Hansen and financial adviser Andrew Sherlock discuss technology and succession planning in the full interview with ausbiz here: https://ausbiz.co/4bRZ48T
Trillions of dollars will be transferred from generation to generation over the coming years, putting the focus on how technology can help or hinder the process. Greg Hansen from HUB24 Limited outlines how tech is already enabling accessibility for investors. The next frontier? Artificial Intelligence. Listen for how AI will enhance the customer experience making it more seamless and powerful. Full interview: https://ausbiz.co/4bRZ48T
-
The HUB24 Limited, Class Pty Limited and myprosperity teams are busy preparing for SMSF Association Technical Summit in Sydney next week. Be sure to drop by our stand, to chat about how our innovative SMSF solutions can help you drive productivity within your business and add value to your clients. #HUB24 #empoweringbetterfinancialfuturestogether #morepowertoyou #SMSFinnovation #TS2024
-