myprosperity partners with HUB24
Wealth platform, myprosperity has announced a partnership with investment and superannuation platform HUB24 aimed at allowing its clients to their HUB24 assets within their personal portal for a more complete view of their “whole of wealth”.
According to the two companies, the partnership enables advisers and accountants on both platforms to take a consolidated approach and transform the way they service customers by providing real time, bespoke information to clients on their personal financial position.
Commenting on the move, myprosperity chief executive, Chris Ridd said he believed HUB24 had been leading the industry in providing choice and innovative solutions for advisers and their clients.
“With this integration we’re one step closer to providing a fully integrated wealth platform, centralising clients’ ‘whole of wealth’ in one convenient place,” he said.
“This creates a massive opportunity for advisers. By minimising time spent on administrative tasks, and providing their clients a bespoke wealth portal powered by live data feeds, advisers can grow their digital brand and increase their revenues,” Ridd said.
Recommended for you
Zenith Investment Partners has welcomed a BDM focusing on adviser solutions in a series of appointments, while two asset managers have also confirmed new hires.
AMP non-executive director Kathleen Bailey-Lord and Iress non-executive director Susan Forrester have been appointed to the national board of the Australian Institute of Company Directors.
Wealth manager JBWere has announced the launch of two fixed income strategies for wholesale clients, backed by UBS Asset Management.
Firetrail Investments has confirmed the departure of four executives over the last quarter, including head of investment strategy Anthony Doyle.
