For Organisations

Your clients’ wealth in one place

Connect

Connect directly with account providers using your credentials, to consolidate your clients’ investment data.

Organise

Organise your clients’ data the way that works for you, in the language your clients understand.

Enhance

Enhance your client’s online experience and engagement, bring it altogether with a beautifully simple app.

Collaborate

Collaborate with your team by creating and sharing a holistic view of your clients’ wealth, and manage compliance and governance

Gain Insights

Gain insights into accounts, products and investments across your client book.

Securing your data

We use the latest direct interface technology to connect securely with our partners to import your data in real time.

And we understand the importance of data security. HUBconnect adheres to internationally recognised ISO 27001 cyber security standards, awarded for its safe management and government of information assets. We safeguard your clients’ financial account data and have strict measures in place to control who that data is shared with.

How does HUBconnect work?

Using secure connections with our partners, you can use your login details to bring investment data into a single view, and then organise it in the language your clients understand. Finally, invite your clients to view the data relevant to them.

Your Logo

Your brand will be integrated into the app and browser experiences, allowing you to own your advice offering, end to end.

Discover the possibilities of connection.
Get in touch with the HUBconnect
team today.