Clicky

HUB24 to be Fitzpatricks’ platform provider

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.

Related News:

“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.




Related Content

HUB24 teams up with Patersons

HUB24 Group has announced its new partnership with stockbroking and wealth management firm, Patersons Securities, which has selected its platform solu...Read more

HUB24 passes $10b FUA milestone

Publicly-listed investment and superannuation platform provider, HUB24 has passed the $10 billion funds under administration (FUA) milestone.The compa...Read more

Nanuk’s fund recognised by Morningstar

The Nanuk New World Fund has received a five star rating from Morningstar based on its three-year track record, which placed the fund second out of 19...Read more

Author

Comments

Add new comment