HUBconnect Broker

Innovative data solutions to empower efficient, scalable broking businesses

Looking for a way to build an efficient, scalable broking business? HUBconnect Broker enables you to leverage data to streamline processes, manage workflows and engage with your clients.

HUBconnect Broker refines and integrates client data to a range of client management tools, business reporting and support tools that provide key insights and enable efficiencies across your business.

Dedicated tools to support your business

Integrate data

Access an integrated view of portfolio holdings and transactions from a range of sources, including banks, stockbrokers, platforms and trading systems.

Manage client relationships

Streamline and integrate your CRM tools, and access client details and portfolio holdings in one spot.

Automate new client onboarding

Onboard your clients to multiple systems with just one data entry point and streamline form generation and data aggregation to support the account opening process.

Manage adviser commissions

Automate your commission workflow and streamline payments to stockbrokers and advisers.

Manage your compliance obligations

Manage your compliance obligations with automated KYC, fact find and AML tools.

Support capital raises

Manage and streamline your capital raises, deal management and allocations with full audit trails.

Manage client workflows

Use your client data to automate client requests for improved process oversight.

Access our reporting library

Access a range of existing reports or build customised reports to suit your individual business needs.

Store documents and manage access permissions

Effective document management with centralised storage for your client documents, and ability to set access permissions for your clients.

Securing your data

We understand the importance of keeping your client data secure. HUBconnect leverages the latest technology to connect securely to other providers, delivering your client data in a format that works for you. Our commitment to data security is demonstrated by our adherence to the internationally recognised ISO 27001 cyber security standards.

Latest insights

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Article

25th Jul

Leveraging quality data to unlock value for brokers and their clients

Access to quality data is critical when it comes to improving wealth businesses. Data can help to drive operational efficiencies, manage risk and provide engaging personalised experiences for clients. It can also drive solutions that help bridge the gap with Millennial and Generation Z clients – those who are digital natives and expect frictionless online experiences from their service providers.

Leveraging quality data to unlock value for brokers and their clients

Article

15th Jun

Data is key to delivering clients a wholistic view of their wealth

Harnessing data to solve challenges in the wealth management industry is set to take centre stage over the next few years and beyond as we collaborate to make wealth management more efficient, more accessible and more cost-effective.