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

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

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

EngagementHUB 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 operating system are safe and compliant.

Absolutely. EngagementHUB is highly customisable to meet the needs of different dealer groups. From adjusting permissions and roles to tailoring communication areas, the operating system 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.

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EngagementHUB is a comprehensive operating system designed specifically for financial advisers and financial networks. It streamlines financial planning, document management, client communications, CRM, and task management — connecting clients, assistants, and advisers in one place.

Yes, EngagementHUB uses advanced security protocols to ensure the protection of sensitive client data. The operating system 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! EngagementHUB is designed to scale with your business. Whether you're an individual adviser or part of a larger team, EngagementHUB offers flexible user access levels, so multiple team members can collaborate efficiently while ensuring secure access to client data and documents.

Yes, EngagementHUB 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.

Absolutely! EngagementHUB 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! EngagementHUB offers dedicated customer support to ensure you get the most out of the operating system. 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.

EngagementHUB 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.

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

Simply e mail to the helpdesk and they will sort it within 24 hours Mon to Friday or 48 Hours over the weekend.