Euroz to white label HUB24 platform offering
Diversified publicly-listed financial services firm, Euroz Limited has entered into a partnership with HUB24 to deliver a white label platform offering to its wealth clients.
Announcing the arrangement, Euroz said the platform offering would substantially broaden the investment choices open to its clients, while also providing them with administration and reporting tools.
The platform would also provide the basis for Euroz launching a series of managed portfolios on HUB24 early next year.
The white label platform has been branded as Encore and the company said users would benefit from the collective capability of both HUB24 and its subsidiary Agility via an integrated desktop interface connecting platform and broker applications from a single sign-on.
It said the solution would provide advisers with a unified view of their client portfolios including holdings on the platform as well as securities under a Holder Identification Number (HIN).
The integrated solution would enable advisers of stockbroker Euroz Securities and wealth management specialist Entrust to provide bespoke investment, superannuation and administration solutions to all clients irrespective of their size, risk appetite or investment objectives.
Commenting on the development, Euroz Securities executive director and head of private clients, Chris Webster said the release of the Encore platform in partnership with HUB24 would allow the firm to offer broader investment choice and a market-leading customer experience to a wider group of clients than it currently did.
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