Engagement Hub enhances client engagement by providing a secure, intuitive portal where clients can access their financial plans, reports, and documents. The platform’s real-time data updates, transparent communication tools, and customizable financial planning features create a better overall client experience, improving satisfaction and trust.

Private Area: This is a secure space where dealers can communicate directly with individual advisors. It allows for personalised messaging, document sharing, and private discussions.

Public Area: This section enables broadcast-style communications to all advisors within the dealer group. It's designed for announcements, updates, or important messages that need to reach everyone at once.

Yes, you can share documents both publicly and privately. In the public area, you can broadcast documents to all advisors, while in the private area, you can share files directly with specific individuals or smaller groups.

The messaging system is flexible and allows for both one-on-one communication and group messages. You can send text messages, voice recordings, and share documents within messages, ensuring seamless communication between dealer groups and advisors.

Yes, all communications—whether they are messages, document exchanges, or voice recordings—are fully trackable and stored securely within the platform. This ensures compliance and helps monitor ongoing conversations and actions.

Engagement Hub follows industry-leading security protocols to protect all data and communications. With features like encrypted messaging, secure document storage, and user access controls, you can trust that all interactions within the platform are safe and compliant.

Absolutely. Engagement Hub is highly customisable to meet the needs of different dealer groups. From adjusting permissions and roles to tailoring communication areas, the platform is designed to adapt to your group’s unique structure and requirements.

As an admin, you can set roles and permissions for each user. This allows you to control who can access private or public communication areas, ensuring that sensitive information is shared only with the appropriate individuals.

• Docu Sign

• Digital Signature Functionality

• Task board applications

• Task and Project Management

• Bulk

• Client Communications and Email Marketing applications

• Google Drive/Dropbox

• Document Storage and File Sharing

• Zoom/Skype

• Voice Recording and Video Conferencing

• Financial Planning and Portfolio Management

• Workflow and Task Collaboration applications

• Slack

• Team Messaging and Collaboration

• Financial Engines

• Financial Planning Tools and Goal Setting

• ClientLook

• Client Communication, Tracking, and Follow-ups

• Financial Wellness and Risk Profiling applications

• Calendar

• Scheduling and Appointment Management

Engagement Hub is a comprehensive, all-in-one software platform designed specifically for

financial professionals. It streamlines processes such as financial planning, document

management, client communications, and reporting, all in one easy-to-use platform, helping

you improve efficiency and enhance client service.

Yes, Engagement Hub uses advanced security protocols to ensure the protection of

sensitive client data. The platform features secure document storage, encrypted

communication channels, and compliance with industry standards for data security, giving both you and your clients peace of mind.

Yes! Engagement Hub is designed to scale with your business. Whether you’re an individual advisor or part of a larger team, Engagement Hub offers flexible user access levels, so multiple team members can collaborate efficiently while ensuring secure access to client data and documents.

Yes, Engagement Hub is fully accessible on both desktop and mobile devices, so you can access your client data and financial tools on the go. Whether you’re in the office or meeting with clients off-site, you can manage your practice with ease from anywhere.

Getting started with Engagement Hub is simple. You can sign up for a free trial to explore all the platform’s features or request a demo to see how the system works. Our team is also available to provide support and training as you begin using the platform.

Absolutely! Engagement Hub helps save time by automating routine tasks, streamlining

document exchanges, and providing easy-to-use tools for financial planning and reporting. By reducing the time spent on administrative tasks, you can focus more on providing high- quality advice to your clients.

Absolutely! Engagement Hub offers dedicated customer support to ensure you get the most out of the platform. Whether you need assistance with setting up your account,

troubleshooting issues, or exploring advanced features, our support team is here to help. You can contact us via email, live chat, or phone, and we also provide extensive resources, including tutorials and FAQs, to guide you along the way.

Engagement Hub offers a variety of powerful features, including:

 Retirement calculators

 Customisable financial planning tools

 Secure document management

 Client and lead database

 Secure client portal for engagement and communication

 Seamless integrations with other tools like Xplan

Engagement Hub integrates seamlessly with a variety of other financial tools and platforms, including Xplan. This allows for a smooth transition of data between systems, helping you maintain consistent workflows without needing to switch between different software.

With Engagement Hub’s document management system, you can upload, organise, and

securely store client documents. You can also share these documents directly with clients through the platform, ensuring that all files are stored in one place and are easily accessible when needed.

Engagement Hub offers flexible pricing plans to suit different business needs. Pricing is

based on the scale of your practice and the number of users. For more information on

pricing and to find the plan that best fits your needs, please visit our Pricing page or contact our sales team for a personalized quote.

Yes, Engagement Hub is designed to help you track and manage your clients' financial goals over the long term. With customisable tools like the Retirement Calculator and Risk Assessment Calculator, you can create a financial roadmap that evolves with your client's changing needs and circumstances. Regular updates and access to detailed reports allow you to adjust plans, monitor progress, and ensure your clients stay on track to meet their objectives.