Fitzpatricks Private Wealth has chosen HUB24 to deliver a managed portfolio solution for their current MDA, and a new administration solution for advisers across their network.
The national advisory and wealth management firm chose HUB24 for its market-leading product capability, as well as their focus on customer service and ability to deliver customised solutions in efficient timeframes.
Fitzpatricks’ group managing director, John McMurdo, said the decision to partner with the platform provider followed extensive reviews of all available options.
“The advanced managed portfolio functionality available on HUB24 allowed us to replicate our MDA offer to provide a sophisticated solution for our advisers and their clients.”
The company’s MDA, which currently has funds under management of over $700 million, would be replicated in HUB24’s manager portfolio functionality, including the recently-launched progressive portfolio implementation (PPI) tool.