Key Features
Client Portal Connected directly to your website
Automated tasks Allocated directly from client meetings
Mobile App
Advisor and client facing. Get the full picture on the go for everyone
Workflow
EngagementHUB provides the workflow so you don't miss a thing
Forms
Every templated for you could ever need preloaded on the system
Budget
Interactive tool to keep everyone on track
AI Interaction
Tasks delegation
Template population
Presentations
CRM
Simple bulk upload or add as you go
Key Events tracker Never forget a clients birthday or anniversary again
Broadcaster for your clients or team
New legislation? Update everyone quickly and seamlessly
Client Discovery Workflow
Set values and goals
The Enough Calulator
Insurance Calculator
Family Tree
A game changer in understanding the client holistically
Risk Profile
Connected to the insurance calculator, this automates the conversation
Presentations
SOA to client presentation creation
Lead Magnets
Calculators, planners and budgets
E-signatures and document storage
Messaging
No more trying to find if the correspondence was on e mail, whatsapp, messager or sms.
Run your business like nobody's business
Delegation briefs, proposals, One page plan, action items and more
Balance Sheet
Automated from the data driven inputs
AI Notes
File notes taken directly from the meeting.
Training
Integrated training modules connected to your team
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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
From $299 per adviser / per 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.