The Advisor Hub
The Advisor Hub is your firm’s central communication engine inside the app.
It is owned by your firm, controlled by your firm, and built around your brand.
The Hub
Gives you one place to publish everything your clients need, from updates and insights to newsletters, videos, podcasts, events, announcements and opportunities.
And the best part is….
…it gives you visibility over client engagement
Advisers can see who has
viewed their communication
who has made an enquiry
who has shared content
and which clients are actively engaging
Clients can also leave comments or questions for their adviser directly through the app.
These are delivered instantly to the adviser’s app and email, helping turn communication into real-time conversations.
Investment Insight
The HUB’s multimedia capabilities bring your message to life, helping clients engage with your content in a clear, simple and accessible way.
Client-led Referrals Made Visible
Your happiest clients are often your strongest advocates, but referrals are usually informal, invisible and difficult to track.
MyBrokers gives your clients a simple way to introduce your firm, your advisers and your approved content to people they know, while giving your team visibility over engagement, enquiries and follow-up opportunities.
With MyBrokers Referrals, Your Firm Can:
Allow clients to share adviser details directly from the app
Let clients share approved content, updates and opportunities with people they trust
Support compliant, adviser-led and client-led sharing of selected investment opportunities
Post video footage for clients who couldn’t attend your product launch or event
Capture comments, questions and enquiries directly through the app
Give advisers visibility over who has viewed, shared, commented or enquired
Deliver new referral leads instantly to the adviser app and email
Make follow-up easier while interest is still warm
Turn informal word-of-mouth into a structured, trackable growth pathway
Your best clients may already be willing to refer.
MyBrokers gives them a simple way to do it, and gives you the visibility to act on it.