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Platform provider launches contributions tracker

Platform provider launches contributions tracker

Platform provider launches contributions tracker
Reporter
22 January 2018 — 1 minute read

HUB24 has added a super contributions tracker to its platform, enabling advisers to track their clients’ contributions and check how they are progressing towards their contribution cap limits.

The contributions tracker enables advisers using the HUB24 platform to track what contributions their clients are making into their fund, generate reports and assess how close they are to their contribution cap limits.

The platform provider has also added a records of advice (ROA) tool which allows advisers to upload their own template and store it in the system.

“Advisers can then generate an ROA from the platform when they trade on their client’s account,” said HUB24.

HUB24 director of strategic development Jason Entwistle said the new features are focused on creating efficiencies for advisers, “freeing their time to deliver advice and build their client relationships”.

 

Platform provider launches contributions tracker
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