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We believe advsiors prefer a software model which enables the selection of best of breed technology. But inefficiencies are perpetuated when these systems do not communicate. Countless hours are spent by you and your staff manually entering and updating data, juggling multiple login credentials, and going back and forth between multiple dashboards.

Hub enables operational efficiency through the seamless integration of multiple technology applications into a single cloud-based application.

True bi-directional integrations

Redtail CRM
eMoney Advisor
Riskalyze (Coming soon)
Hub’s REST/XML web services provide easy consumption of data while eliminating the requirement of writing a different API implementation for every integration partner required by your subscribers. You write once to Hub and gain access to all our integrations. Let Hub manage all your integrations so you can focus on what you do best.
Flexible and customizable
Customization to our algorithms allow your subscribers to select the systems that act as the master for each individual data point. Perhaps account information from their reporting software should always “win” during syncs, while the household name should always “win” from CRM software. We understand your advisors have different business rules. Hub is flexible and customizable to meet their unique needs and requirements.

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