HUBconnect Broker

Innovative data solutions to empower efficient, scalable broking businesses

Looking for a way to build an efficient, scalable broking business? HUBconnect Broker enables you to leverage data to streamline processes, manage workflows and engage with your clients.

HUBconnect Broker refines and integrates client data to a range of client management tools, business reporting and support tools that provide key insights and enable efficiencies across your business.

Dedicated tools to support your business

Integrate data

Access an integrated view of portfolio holdings and transactions from a range of sources, including banks, stockbrokers, platforms and trading systems.

Manage client relationships

Streamline and integrate your CRM tools, and access client details and portfolio holdings in one spot.

Automate new client onboarding

Onboard your clients to multiple systems with just one data entry point and streamline form generation and data aggregation to support the account opening process.

Manage adviser commissions

Automate your commission workflow and streamline payments to stockbrokers and advisers.

Manage your compliance obligations

Manage your compliance obligations with automated KYC, fact find and AML tools.

Support capital raises

Manage and streamline your capital raises, deal management and allocations with full audit trails.

Manage client workflows

Use your client data to automate client requests for improved process oversight.

Access our reporting library

Access a range of existing reports or build customised reports to suit your individual business needs.

Store documents and manage access permissions

Effective document management with centralised storage for your client documents, and ability to set access permissions for your clients.

Securing your data

We understand the importance of keeping your client data secure. HUBconnect leverages the latest technology to connect securely to other providers, delivering your client data in a format that works for you. Our commitment to data security is demonstrated by our adherence to the internationally recognised ISO 27001 cyber security standards.


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.

Case Study
31st Jan

The future of technology and data in enabling advice

How can the digitisation of advice practices, access to quality data and collaboration help more Australians access financial advice?

The future of technology and data in enabling advice

How can the digitisation of advice practices, access to quality data and collaboration help more Australians access financial advice?

There are no results to display. Please try a different keyword or reset the filters to see everything.