ClientHub
Client relationships & team workflow
Manage contacts, meeting preparation, assigned team member tasks, and client conversations in one shared workspace. With none of the bloat most CRMs force on you.
An overview to share with your advisor
ClientSuites™ at a glance.
Three apps for financial advisory teams: organize client work, create coordinated meeting reports, and explore hypothetical scenarios.
ClientReports
Coordinated client meeting reports
Create clear, compelling reports from synced financial information. Saving time, effort, and headache with integrated client reports.
ScenarioIQ
Visual and interactive hypothetical scenario planning
Clients will instantly see how changes to contributions, timelines, and other factors within their control affect their likelihood of achieving their goals.
Choose a company package
Interactive goal conversations
ScenarioIQ
$50/ month per company
1–9 seats · billed monthlyView tiers & billing →Teams preparing client reports
ClientReports + ScenarioIQ
$100/ month per company
1–9 seats · billed monthlyView tiers & billing →Teams that need
no-bloat CRM support
ClientHub
$100/ month per company
1–9 seats · billed monthlyView tiers & billing →Firms wanting to raise their professional level
ClientHub + ClientReports + ScenarioIQ
$250/ month per company
1–9 seats · billed monthlyView tiers & billing →Company subscriptions, with four seat tiers. Annual billing is 10× the monthly rate, giving you two months free. Compare every package and feature →
Evaluate with your team
Confirm data migration, integrations, training, support, and security requirements in a demo. Interactive samples are illustrative, with fictional data.
Next step
A 30-minute demo with Chad Tennant.
clienthubonline.com/demo
info@clienthubonline.com
ClientSuites™ by My Deliverables Team LLC · ClientHub, ClientReports, and ScenarioIQ share a sign-in.