Accountable partners with HUB24 to launch new Super and Investment solution

From

Andrew Alcock

Accountable Wealth Management, part of the Aura Group, has partnered with leading investment and superannuation platform provider HUB24 (ASX:HUB) to deliver a white label platform solution to their network of accountants and advisers.

The partnership will provide accountants and advisers with access to their own tailored version of HUB24’s award-winning platform, offering a complete solution that supports the needs of Accountable’s representatives and clients, specifically SMSF and retail superannuation clients. The new platform is being launched this month.

Accountable Chief Executive Officer, Tony Zulli said, “The removal of the SMSF advice exemption has seen accountants gradually move into the financial advice environment. This not only includes advice in SMSFs but also advice in relation to a client’s other superannuation accounts, particularly where a SMSF is not appropriate to the client.”

“Our partnership with HUB24 will enable our representatives to better support the superannuation, insurance and investment needs of their clients. We believe this initiative will significantly enhance the experience of our accountants and advisers through the market leading administration and reporting functionality provided by HUB24.”

Accountable will also be drawing on the skills of the Aura Funds Management investment team to offer three simple, low cost managed portfolios with risk profiles matching the Accumulation, Transition to Retirement and Retirement stages of superannuation and wealth creation.

HUB24 operates customised white label solutions for 15 leading advisory networks, with more than 30 licensees also delivering a range of customized managed portfolio solutions through HUB24’s purpose built portfolio management tool that integrates seamlessly with their adviser and investor interfaces.

HUB24 Managing Director Andrew Alcock said: “We continue to attract interest from large market participants who are looking for customised solutions for their business. This new white label is a testament to the flexibility of our technology which enables us to meet the needs of the merging accounting and financial advice segments. Accountable has built a strong business providing comprehensive solutions for accountants and their clients we are delighted to be partnering with them as their platform provider.

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