MyHub - connecting you to your account on the go

in steemhunt •  last month 


connecting you to your account on the go



Hunter's comment

Introducing "myHub" is a mobile app enables you to record all of your data including clients statement, manage portfolio performance, assets values, notification alerts on business issues and statement records.

myHUB for advisers:

  • Access full platform functionality, including the ability to transact on your clients’ accounts
  • Download reports (including client statements)
  • Check FUM, fee inflows, managed portfolio performance, important notifications, up to date asset values, client contact details and much more

myHUB for clients:

  • Access a snapshot of your account
  • Check portfolio performance and asset valuations
  • Download your statements
  • Stay up to date with important notifications


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