Hub24 is an award winning platform used by financial professionals to offer their clients a broad product choice and an innovative experience. Hub24 platform offers a comprehensive range of investment options with enhanced transaction and reporting solutions for all types of investors.
To integrate Hub24 into myprosperity means streamlining client information into the client portal for transparency, and the most up to date, consolidated data. Once linked, the client portal will import clients’ portfolio information and/or super balances. A read only view of the clients’ holdings, transactions and details will also be displayed. The integration ensures the data is synced regularly to keep the client file accurate with the investment platform.
A one way sync of information from Hub24 to myprosperity means a single source of truth for clients to keep track of their wealth, and advisers avoid double handling of data. Advisers are better informed and equipped to keep their clients safe from potential financial risk with consolidated data into one easy to use platform.
Login to the myprosperity client portal and from the menu navigate to Configure > Integrations. Select Hub24 and go to the setup and follow the prompts, it takes just a few seconds to complete the set up. How do I set up Hub24 Integration?