What's inside the operating system
Client Engagement
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Client Portal
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Secure Messaging
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Broadcast System
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Family Tree
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Values Conversation
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Interactive Goals
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Client Proposals
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One Page Plan
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What We Did
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Pricing Conversations
Adviser Efficiency
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Task & Workflow Management
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Action Items
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Digital Signatures
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Document Storage
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Preferences Engine
Compliance & Planning
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Compliance Coach
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Risk Profiling
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Financial Health Check
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Strategies
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Balance Sheet
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Budget Calculator
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What Stacked Tech Is Actually Costing Your Practice
Disconnected tools create disconnected practices. Beyond the compliance risks and inefficiencies, stacked tech carries a very real financial cost. Practices switching to EngagementHUB save an estimated $3,500 per adviser each year — simply by replacing multiple subscriptions with one fully integrated operating system.
The average financial practice runs on 16 separate applications. EngagementHUB replaces most of them— one operating system that connects every client, every assistant, your workflow, and compliance requirements without the chaos of disconnected tools.
Pricing & Packages
EngagementHUB is an investment in your practice, not just another subscription. No hidden costs, no lengthy implementation, no learning curve that costs you months of productivity. Every package includes full onboarding, dedicated support, and a practice that's operational within one week.
1
START STRONG
Starting from $29/adviser/month
The ideal starting point for solo advisers and small practices. Get up and running within one week with plug-and-play setup, full onboarding support, and every essential tool you need from day one — document storage, digital signatures, task management, and more. Powerful enough to transform your practice. Simple enough to use from the moment you log in.
2
SCALE WITH CONFIDENCE
Custom pricing for growing teams
Built for financial advisers managing growing client portfolios and expanding teams. Everything in the Start Strong package, plus greater storage, additional digital signatures, and advanced tools including risk profiling, financial wellness checks, and secure messaging. As your practice evolves, your operating system evolves with it — giving you the control, flexibility, and support to keep growing with confidence.
3
BUILT AROUND YOU
Tailored solutions for larger networks
The complete PACKAGE — built for high-performing advisers and larger teams who demand more from their operating systems. We tailor the solution around your specific structure, compliance requirements, and scale. One conversation. One custom solution. One operating system that does it all.
Contact Us for a Demo:
The right package for you depends on your specific needs, client base, and growth goals.
Contact us today for a personalized demo and to discuss which package would best suit
your practice.