App Now Live: Engagement Hub Launches for Advisors and Dealer Groups. The wait is over.
- Jeanré du Plessis
- Jul 29
- 1 min read
The wait is over.
Engagement Hub—the central nervous system for your practice—is officially live and available for download on desktop and mobile. Built by advisors for advisors, this isn’t just another tool—it’s the future of seamless client engagement, intelligent prep, and efficient compliance.
What can you expect?
📲 Mobile and web access
🔒 Secure digital collaboration spaces for clients and teams
📝 Digital fact finds, risk profiling and document signing
📅 Built-in scheduling, task assignment, and workflow management
📂 Document vaults for both private (advisor-only) and public (client-visible) materials
Why it matters for you
No more jumping between tools, copy-pasting, or chasing paper trails. One login. One workspace. One source of truth.
Download the app today and take back your time.
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