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
The UK-based global asset manager has formed a new group executive committee to accelerate its growth strategy following the commencement of its new CEO this month.
Momentum Media has announced 26 winners across 10 individual and 15 group categories for its brand-new Australian AI Awards.
The financial services industry is currently “overwhelmed with quality and quantity of candidates”, Kaizen Recruitment explains, leading executives to face 12-month long recruitment processes.
Zenith Investment Partners has appointed an experienced research executive as its new group head of research following the departure of Bronwen Moncrieff.