Your Financial Advice Assistant – What to Look For.
Navigating the World of finance can be overwhelming, particularly in terms of managing investments for clients – one simple error can destroy any trust and faith built between two parties. Whether a financial advisor is new to the arena, or whether they are experienced, there are still platforms available that can make a big difference to the service that clients receive. Hub 24 is one such platform, but what is it about this platform that makes it stand out, and how can it be used to help an advisor better serve their clients? Let’s dive in, and look together.
Hub24 offers a diverse range of investment options, be they:
ETFs – (Exchange-Traded Funds) – pre-defined collective of bonds, stocks or commodities, wrapped into a fund, and listed on the exchange.
Managed funds – an investment fund run on behalf of an investor by a third-party agent
Direct equities – investments made by investors directly in the stock market for buying company stocks or shares.
It is less of an investment menu, and more of a buffet of investment choices, allowing for some mixing and matching to create portfolios catering to a client’s individual needs, whether that be income, growth, or a combination of the two. But what other factors should be considered when choosing a platform of this kind?
Ease of use – an effective and efficient platform is one that is easy to use. We are not all a Tech Whiz so the platform needs to be easy to navigate, allowing you to spend less time faffing, and more time helping clients.
Data – does it offer access to real-time data and performance analytics? These are needed in order to make quick, informed decisions. Staying up to date with the markets can be tough. Seek a platform that provides expert analysis, based on real research with expert insights.
Available tools – in order to manage portfolios like a professional, you will require certain expertise. A top-quality platform like Hub24 is akin to having a personal assistant to handle the easy-to-overlook details, allowing you to focus on the elements that you do best.
Communication – choose a platform that makes it easy to keep clients updated and informed. A respected platform will assist with generating personalized reports, share performance updates, and provide clients with access to their own portfolio, ensuring a building of trust, and a level of engagement for the client.
Security – this should be a top priority when managing investments. Security should always be taken with the highest degree of seriousness, and robust measures should be in place to protect yours, and your client’s data and information. All parties can rest easier in the knowledge that all assets are safe and secure.
In a nutshell, a platform like Hub24 is akin to having a top-secret, top-performing weapon as a financial advisor. It makes the investment process easier, keeps you fully informed and connected throughout, and aids with portfolio management. When it comes to finance, expert or not, a platform such as this one will help ensure you can deliver the best financial service to your clients.
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