connecting you to your account on the go
Introducing "myHub" is a mobile app enables you to record all of your data including clients statement, manage portfolio performance, assets values, notification alerts on business issues and statement records.
myHUB for advisers:
- Access full platform functionality, including the ability to transact on your clients’ accounts
- Download reports (including client statements)
- Check FUM, fee inflows, managed portfolio performance, important notifications, up to date asset values, client contact details and much more
myHUB for clients:
- Access a snapshot of your account
- Check portfolio performance and asset valuations
- Download your statements
- Stay up to date with important notifications
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