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Home News

HUB24 to develop integrated advice delivery solution

HUB24 has announced it is developing what it called an “ecosystem concept”, with the integrated advice delivery solution leveraging AI to streamline adviser processes.

by Alex Driscoll
November 20, 2025
in News
Reading Time: 3 mins read
cyber strategy

According to HUB24, myhub is being developed to provide access to “leading advice technology solutions” and leverages AI-powered natural language promoting to “address the productivity challenges for advice practices”.  

Citing statistics provided in the Adviser Musical Chairs Report, Quarter 2 2025 and Investment Trends 2024 Australian Financial Advice Report, there are 10.2 million Australians open to receiving advice and only 15,250 advisers available, with significant efficiency gains needed to meet demand.  

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HUB24 claims myhub will help deliver these efficiencies, integrating “leading advice technology”, including HUB24 Group capabilities (HUB24 platform, Class and myprosperity), as well as services and solutions from providers such as Vital Business Partners and Finura Digital. 

“Myhub is intended to be flexible enough to integrate applications developed by practices and licensees, streamlining tasks including client meeting preparation, scenario modelling, client goal tracking, SOA creation, and compliance checks within one secure ecosystem,” HUB24 said. 

According to HUB24’s director of strategic development, Jason Entwistle, the key to unlocking productivity is removing inefficiencies in the advice implementation process. 

“While platforms such as HUB24 have enhanced productivity in areas like portfolio management and reporting, there are still many inefficient processes within an advice practice, which have not been addressed due to the lack of investment in high quality accessible data, industrial scale technology, and innovation.” 

He added: “While platforms such as HUB24 have enhanced productivity in areas like portfolio management and reporting, there are still many inefficient processes within an advice practice, which have not been addressed due to the lack of investment in high quality accessible data, industrial scale technology, and innovation.” 

HUB24 said myhub will commence a pilot program for licensees, advice networks, and advisers to co-design the solution in early 2026.  

This announcement comes hot on the heels of another from HUB24, having earlier this week revealed its investment in Finura Digital, which operate cloud-based platform Advice Designer.  

“HUB24 is committed to collaborating with leading advice technology providers to deliver more accessible advice,” said Entwistle at the time. 

He added: “We’re delighted to be working with the team at Advice Designer to enhance adviser productivity by streamlining advice document creation, making the process simpler, more efficient and delivering better client experiences.” 

HUB24 also recently announced a partnership with life insurer TAL, which will see the two companies collaborate on a lifetime retirement solution.  

 

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