The Advisor Hub

Everything your clients need. All in one place.

The Advisor Hub is your central communication engine inside the app. It’s where you control what your clients see, when they see it, and how they engage with your brand.

No more scattered emails, missed updates, or relying on social media.

With The Hub, your content goes directly to your clients… instantly.

What is The Hub?

Think of it as your private content channel for clients.

A single space where you can share:

  • Company updates

  • Industry insights

  • Podcasts and newsletters

  • LinkedIn posts

  • YouTube videos

  • Investment opportunities

  • Events (golf days, webinars, client socials, Christmas parties)

Everything your clients need to stay informed and connected to you.

Instant Client Notifications

Every time you post in The Hub:

  • Your clients receive a push notification immediately

  • No delays, no inbox clutter

  • Just one tap to view your latest update

This keeps you consistently front-of-mind without chasing attention.

In Simple Terms

  • You post → Clients get notified

  • Clients tap → They engage with your content

  • You stay visible → Relationships grow