HUBConnect is a comprehensive data drive technology solution delivering business and compliance insights to practices. HUBConnect draws data from multiple sources including XPLAN and CommPay. The system uses machine learning and AI to give you the ability to manage your practice and make decisions based on key insights like
  • Revenue trends
  • Client segmentation
  • Benchmarking to peers
  • Compliance Key Risk Monitoring like service gaps.
HUBConnect allows you to filter and interrogate the data online in an easy-to-use format. The data can also be exported and manipulated to suit your practice needs.
Click here for additional information on the available data and key risk indicators.
Pricing:
Package Essential Insights Premium Insights
Users 2 users
($30 pm additional user)
2 users
($30 pm additional user)
Compliance KRI’s 12 KRIs 12 KRIs
Practice insights dataset • Revenue Trends
• Historic Revenue Trends (with natural language processing NLP)
• Client Adviser Profile
• Adviser Revenue Summary
• Revenue Trends
• Historic Revenue (with NLP + target setting feature)
• Client Adviser Profile
• Adviser Revenue Summary
• Client Growth Summary
• Practice/Adviser Benchmarks
• Tasks & Opportunities
• FUM Insights
• Document Explorer
Cost per month (minimum 3 month term) $125 ex GST $180 ex GST

If you would like to set up HUBConnect please complete this form.

For a demo or further information you can also reach out to:

Tina Pillai - National Manager, Product

P: 0404 651 606

E: tpillai@hub24.com.au

 

Additional Resources:

Practice Insights - Overview

Licensee Login User Guide