Solutions for the Dynamic Financial Advisor and Dealer Groups
At the core of every thriving financial practice and dealer group is the ability to streamline operations and focus on what truly matters. Our solutions are designed to simplify workflows, enhance client relationships, and provide the tools needed to scale with ease.
Key Features of Our Platform:
Client Portal
Secure Client Portal that creates enormous efficieny for practice and clients
Broadcast System
Communicate immediately to the entire client base
Family Tree
A fun and visual fact find
Values Conversation
Understand what is really important to your clients
Action Items
Transform ideas into actionable steps. Assign tasks, monitor progress, and keep everyone accountable for results.
What We Did
Showcases all the work that you did for the client in a simple visual way
Pricing Conversations
A tool to easily explain your pricing to a client so that they can see the value
Digital Signatures
Streamline approvals and agreements with secure, legally compliant digital signatures. Save time and eliminate paperwork delays.
Advanced Task & Workflow Management
Elevate your productivity with advanced task tracking and delegation tools that keep teams and projects on target.
Balance Sheet
A simplified visual way to capture all assets & Liabilities
Interactive Goals Experience
A fun and interactive way to understand your clients true goals
Financial Health Check
Highlights the Financial Helath check that your busiess has done for the client ensuring nothing slips through the cracks
Strategies
Illustrate easily all strategies that you explored and which were implemented. It also aligns the strategies to the client's goals.
Secure Messaging
Communicate with clients securely and confidently within a fully encrypted platform, ensuring privacy and peace of mind.
Risk Profiling
A simple complaint and easy to use risk profiling tool
Budget
A simplified visual way to capture all Budget items
Preferences
Capture client preferences to deliver a more customised, client-centric experience that boosts satisfaction and trust.
It is a compliance officer's dream.
One Page Plan
Provide a clear, concise financial roadmap with a one-page plan that highlights purpose, Goals, Strategies, Process, and Products.
Client Proposals
Create and deliver professional, polished proposals that clearly outline strategies, fees, and next steps.
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Financial Advisors
Whether you're a solo advisor seeking an efficient workflow solution or part of a larger organization managing complex businesses, Engagement Hub offers the flexibility and scalability to meet your needs. Our three-tiered packages provide the right tools at every stage, delivering a seamless, efficient, and client-centric experience to help manage client relationships, compliance, and strategic planning, regardless of business size.
Overview of Options:
Engagement Hub consolidates no less than 16 applications used within the industry allowing financial advisors and dealer groups to manage client relationships, compliance, communications, tasks, and financial planning all on one platform.
1
Essential Package
The Essential Package is ideal for solo advisors or small practices seeking simplicity. It includes key tools like document storage, digital signatures, and a task board, offering a streamlined solution for improving efficiency without complexity. Perfect for those looking to enhance operations without overcomplicating them.
2
Professional Package
The Professional Package is designed for advisors managing growing portfolios. It includes everything in the Essential package, plus more storage, additional signatures, and advanced features like risk profiling, financial wellness checks, and secure messaging—ideal for those seeking greater control and flexibility as their practice evolves.
3
Premium Package:
The Premium package provides advanced tools for high-performing advisors and teams. It includes features like goals-based calculators, insurance planning, and strategy integration, enabling advisors to deliver a fully customised advisory service to their clients.
Choose your plan per licence or contact us for guidance on customising a solution
Professional Package
$ 375 monthly
Digital Signatures 30 /month
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Task Management Multiple board
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Financial Calculators
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Emotional Money Insights
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Discovery Tool
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Secure Messaging
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Broadcast System
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Risk Profiling Detailed
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Values and Goals
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Consultation
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Custom Forms
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Preferences
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Financial Wellness
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Action Items
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One Page Plan
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What we did
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Financial health check
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File notes
Premium Package:
$495 p/m or $5,700 annually
Digital Signatures750 /month
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Advanced Task Management
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Financial Calculators - goals and risk
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Insurance planning modules
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workflow management
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Financial Strategy Creation
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Goals
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Strategies
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Pricing conversions
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Proposal
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What we did
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Delegation Brief
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.
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SIMPLIFY
SCALE
ENGAGE