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.

Data first

By leveraging innovative technology (such as machine learning, A.I. and natural language processing), HUBconnect Insight provides a range of solutions that integrate, refine, store and supply structured and unstructured data sources to deliver compliance and operational efficiencies.

HUBconnect Licensee

Refines and integrates structured and unstructured data from advice documentation to drive business transparency, manage compliance obligations, and identify and store key advice documentation.

HUBconnect Broker

Streamlines and integrates client data and connects to a range of broking business reporting and back-office support tools that provide key insights and enable the efficient delivery of stockbroking operations.

HUBconnect Adviser

Seamlessly integrate and organise client data from multiple sources into one place, and drive engagement by providing clients with a personalised view of their investments.

About us

We’re committed to leveraging our data and technology expertise to transform the advice industry, and enable the delivery of cost-effective advice solutions for more Australians. We believe as an industry we have an obligation to work together to build a strong future for advice and empower better financial futures together.

Article
15th Jun

Data is key to delivering clients a wholistic view of their wealth

Harnessing data to solve challenges in the wealth management industry is set to take centre stage over the next few years and beyond as we collaborate to make wealth management more efficient, more accessible and more cost-effective.

Data is key to delivering clients a wholistic view of their wealth

Harnessing data to solve challenges in the wealth management industry is set to take centre stage over the next few years and beyond as we collaborate to make wealth management more efficient, more accessible and more cost-effective.

Webinar
31st Jan

How data, technology and trust will shape innovation and your role as a financial adviser

Watch leading tech experts and innovators Dr Charlotte Marra (Google), Daniel Teper (KPMG), and futurist Rocky Scopelliti explore how innovation, data and tech will impact the advice industry.

How data, technology and trust will shape innovation and your role as a financial adviser

Watch leading tech experts and innovators Dr Charlotte Marra (Google), Daniel Teper (KPMG), and futurist Rocky Scopelliti explore how innovation, data and tech will impact the advice industry.

Research
31st Jan

Megatrends to consider when building a value proposition for the future

Futurist and author of ‘Australia 2030! Where the bloody hell are we?’ Rocky Scopelliti outlines four key megatrends you need to consider when building an attractive value proposition for clients.

Megatrends to consider when building a value proposition for the future

Futurist and author of ‘Australia 2030! Where the bloody hell are we?’ Rocky Scopelliti outlines four key megatrends you need to consider when building an attractive value proposition for clients.

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