myprosperity and HUB24 have announced that from this week advisers who use the HUB24 platform and myprosperity for their clients will be able to use myprosperity’s integrated digital signature capability to sign HUB24 client documents.
This initiative will provide further support to advisers by leveraging digital capability which advisers have increasingly embraced during the COVID-19 pandemic, to facilitate more efficient client onboarding and streamline other processes which require a client signature.
The partnership will leverage HUB24’s open architecture approach and extend integration with myprosperity beyond investment data feeds to allow advisers to digitally sign HUB24 documents. Australian households are rapidly moving online with one recent McKinsey study suggesting clients’ use of digital solutions has progressed 5 years in 8 weeks during the pandemic, meaning digital solutions which enable advisers to collaborate online with their clients is becoming increasingly critical.
This is the first of several upcoming integration announcements between HUB24 and myprosperity, all aimed at helping advisers to thrive in a post COVID-19 world.
Jason Entwistle, Director of Strategic Development at HUB24 commented on the news, ‘Demand for digital solutions that enable the efficient delivery of advice has been growing for some time and accelerated as a result of the pandemic. We are pleased to be working with myprosperity to deliver effective digital solutions for advisers that support the advice process.’
The combination of HUB24’s award-winning platform and myprosperity’s market-leading whole of wealth client portal provides a powerful solution for advisers and their clients to stay connected and engaged with their investments.
‘We have seen an explosion in usage from both Advisers and their clients. Digital document signing, online custom fact finds, and app downloads are at record numbers highlighting the rapid change in how we are all doing business. We are thrilled to build on our long-standing partnership with HUB24 and look forward to further investing in features that will help our mutual partners thrive into the future,’ says Peter McCarthy Founder and Managing Director of myprosperity.