Integrated platforms HUB24 operates an integrated wealth platform combining HUB24, Class SMSF software, and myprosperity client portals, indicating cross-sell opportunities to customers using one product set for expanded advisory automation, reporting, and client engagement.

Lifetime retirement Recent launch of lifetime super and lifetime retirement income solutions with TAL signals a strategic expansion into long-term retirement planning capabilities, presenting opportunities to upsell comprehensive retirement income planning and adviser tools.

Advisor excellence Consistently high adviser satisfaction and top Net Promoter Score in independent benchmarks suggest HUB24 already has strong trust with advisers, making it a prime candidate for expanding share-of-wallet with additional modules, premium support, or premium reporting services.

Expand access Introduction of Discover and Private Invest offerings targets clients with lower balances or high-net-worth segments, creating sales potential for scalable platform access, managed portfolios, and wholesale investment solutions across adviser networks.

Strategic growth Active acquisitions and asset integrations (e.g., Equity Trustees asset acquisition and HTFS) combined with new client reporting tool engage indicate a growth posture; there is a sales opening for data-driven analytics, seamless integration services, and expanded advisory workflow tooling.