HUB24 partners with wealth platform

HUB24 partners with wealth platform

Managed accounts platform HUB24 and wealth management software myprosperity have partnered to allow financial advisers who use both platforms to access digital signature functionality.

Advisers will now be able to use myprosperity’s integrated digital signature capability to sign HUB24 client documents for more efficient client onboarding and streamline other processes that require a client signature.

HUB24 director of strategic development Jason Entwistle said the partnership comes from adviser demand for digital solutions to support the advice process.

“Demand for digital solutions that enable the efficient delivery of advice has been growing for some time and accelerated as a result of the pandemic,” he said.

Bridging the platform gap HUB24’s open architecture approach will integrate with myprosperity beyond investment data feeds to allow advisers to digitally sign HUB24 documents.

HUB24 and myprosperity said this is the first of several announcements between the two platforms which are all digital integration tools.

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Source: HUB24 partners with wealth platform | Financial Standard