iHub
Simple, intuitive, and easy to use solutions to power your wealth business and engage your clients better.
Our Strategy
Solutions
Modular solutions enabling you to construct a wealth proposition that helps your clients become better investors.
Client, account, and asset administration, trade execution, statements, reporting, back office processing.
Financial / wealth advisory tools, client Financial Needs Analysis, Statements of Advice (tailored to your advice processes and standards).
Managed portfolios, disctretionary and advisory tools, portfolio construction, automated rebalancing.
Learn more about our Solution
Watch the clip below to better understand how we can help you grow your wealth business.