Integrations

Data Feeds for HUB24

Hi Everyone, 

To gain any efficiency from using the Practifi Platform I am wanting to set up an integration between HUB24 & Practifi. This would allow things like balances & asset asset allocation to be live in our CRM, that could then be fed into advice docs.  

Is there anyone out there that uses HUB24 that would also benefit from such efficiency? 

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  • Official comment

    Thanks for your post Daniel.

    We're doing some broad work on data ingestion and have HUB24 on the list of use-cases to be considered as that progresses. No promises on timeframe unfortunately but certainly a clear recognition of the potential value.

    Adrian J

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