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.
Latest insights
Access to quality data is critical when it comes to improving wealth businesses. Data can help to drive operational efficiencies, manage risk and provide engaging personalised experiences for clients. It can also drive solutions that help bridge the gap with Millennial and Generation Z clients – those who are digital natives and expect frictionless online experiences from their service providers.
Access to quality data is critical when it comes to improving wealth businesses. Data can help to drive operational efficiencies, manage risk and provide engaging personalised experiences for clients. It can also drive solutions that help bridge the gap with Millennial and Generation Z clients – those who are digital natives and expect frictionless online experiences from their service providers.
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.
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.
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.
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.
