Who is collecting the documents? Which tasks are still open?
ClientHub gives the team shared responsibilities, due dates, and preparation status.
How it works
From an upcoming meeting
to a clearer conversation.
Three complementary tools for an advisory office. Here is how their roles fit around a typical annual review.
- 01ClientHub↗
Prepare before the meeting
Use ClientHub to manage client relationships, prepare for the next client progress meeting, assign tasks, and consolidate documents.
- 02ClientReports↗
Present a coordinated picture
Use ClientReports to prepare simple, compelling reports from client financial records and subject matter expert recommendations.
- 03ScenarioIQ↗
Explore choices in the conversation
Use ScenarioIQ to instantly answer the “What if?” questions as clients discuss what they want to achieve for their goals.
How they connect: ClientHub contacts can sync to ClientReports as clients, and the apps share a sign-in. Each app has a distinct role; package choices determine which apps are included.
The practical difference
Give the work a clear home.
A correction arrives. Which report files need updating?
ClientReports uses one set of recorded information across coordinated reports.
What happens if the client changes a goal or contribution?
ScenarioIQ supports a live discussion of changing hypothetical outcomes.
Before you choose
Bring your office’s real questions.
Start with the published facts, then use a personal demo to check the details that matter to your firm.
What you can review now
Can we use just one app?
Yes. Explore includes ScenarioIQ; Operate includes ClientHub. Present includes ClientReports and ScenarioIQ. Orchestrate includes all three apps.
Is pricing per person?
No. Prices are per company, based on a seat tier and billing schedule. The four tiers are 1–9, 10–19, 20–29, and 30+ seats. See the packages page for the complete comparison.
Are these samples the live apps?
No. The interactive samples are illustrative demonstrations with fictional data. They explain workflows and are not actual product screenshots or a signed-in workspace.
Can we try the apps?
A free 14-day trial is available. Start a trial, or book a demo to discuss your workflow first.
Who is behind ClientSuites™?
ClientSuites™ is the product family from My Deliverables Team LLC. ClientHub, ClientReports, and ScenarioIQ are the individual apps.
Testimonials
Experiences worth sharing.
Perspectives from the people using our apps.
“Finally a streamlined way to create our client's meeting packet reports. I can enter the data in one place, and all of the reports are ready to be generated. One at a time, or all at once. If I need to make any changes, that input instantly updates all of the reports affected by the change. This app saves me so much time.”
“It is refreshing to see (my) financial picture (with) easy to understand report(s).”
Referring to the Circle Chart™
“You really nailed it.”
“This is brilliant. I am loving this.”
“100% of my clients who needed to make changes to achieve their financial goals committed to taking action once they could see the immediate impact those changes would have on their financial plans. I was pleasantly surprised by how powerful that experience was. The app’s ability to visually tell each client’s financial story makes the results tangible, compelling, and incredibly motivating. Seeing the impact in real time made all the difference.”
“It's helped a great deal to visually see where I've been and where I am with my financial plan. What a great tool.”
“I’m a financial planner who works with dozens of advisors with different systems. This lets me see what works and what doesn’t. The (ClientSuites™ system) works.
With ClientHub I’m able to clearly see what I need to do, when I need to do it, communicate with the team, and review previous meetings. Being designed for financial services teams it’s less bloated than general-purpose CRMs.
ClientReports has turned work that used to take hours in Excel into a quick and clean deliverables packet.
ScenarioIQ allows advisors to easily illustrate in real time the impact of clients’ decisions. You can see clients’ brains turn on when they watch their plan explode from overspending then become sustainable with some commonsense adjustments. It’s proven to be more effective than static scenarios in client conversations.
Together, they function as a great way for financial professionals to communicate & deliver.”
Your next step
See how it fits your team.
Bring a meeting-preparation challenge. Walk through the relevant apps in a 30-minute demo.