A client workspace that guides every step. Advisors stay in control.

Hubmee gives RIAs and platform partners a private, branded client workspace that clients actually follow — so advisors and product teams spend less time chasing and more time delivering value.

Adoption

  • Clients follow tasks

Visibility

  • Readiness at a glance

Compliance

  • Audit trail built-in

Request early access Explore value props

A centralized, API-first client workspace embedded into your existing stack or platform.

Live proof

  • Compliance-ready
  • Onboarding readiness
  • Plan delivery
  • Annual reviews

Household workspace — live readiness

  • Tasks assigned (9)
  • In progress
  • Missing: 2 items
    • Statement
    • Signed agreement

Advisor review: Ready to proceed

Why it matters

Structured requests and clear task ownership drive adoption.

Private collaboration, clear history.

The problem

Advisory work breaks across tools

  • Documents live in one place, tasks in another, client follow-ups in email — and readiness becomes guesswork.

Disconnected systems

Documents, CRM notes, and tasks live in different places — context gets lost.

Email-driven intake

Attachments and threads create delays, risk, and constant follow-ups.

Clients confuse portals

Multiple logins and unclear steps reduce adoption and increase support load.

Low readiness visibility

It’s hard to know what’s missing, who’s blocked, and what happens next.

Approach

A guided workflow layer on top of your stack

Keep your CRM, portfolio systems, or platform workflows. Add a client experience layer that makes every step clear.

  • Create a branded household workspace — tasks, documents, and next steps together.
  • Request documents in structured flows, not email — track completion automatically.
  • Standardize your process across advisors — reduce variance, improve outcomes.
  • Optional AI can suggest next steps — with advisor oversight and auditability.

Advisor console

  • White-label
  • Missing: Latest statement

One structured request tied to the onboarding task.

  • In progress: Plan review

Track deliverables and approvals with a clear history.

Advisor standardization

Consistent steps across the team — less rework.

Optional: Guidance suggestions

AI supports follow-ups — you stay in control.

Value props

Different structure. Same calm feel.

This page uses an accordion flow instead of the previous 2x2 card grid — to avoid repetition across pages.

  • Tasks + docs
  • No email attachments
  • Audit trail

Structured onboarding

A guided intake that clients follow — and advisors can trust.

Plans, statements, agreements

Share and collect key artifacts without attachments and chaos.

  • Client vaults for plans and statements
  • Approvals + history with clear audit trail
  • Seamless collaboration without email

Embedded into your stack

Embed into existing platforms or workflows — add the client experience layer without rebuilding your stack.

Next steps with AI (optional)

Advisor-friendly suggestions with oversight and auditability.

Better client experience. Less advisor friction.

When the workflow is clear, clients follow it — and advisors get time back.

Why Hubmee

Built for advisory workflows

Not generic file storage — an advisor-ready workspace with branding, control, and audit trails.

  • Built for advisory workflows, not generic file storage
  • White label for firm branding and control
  • Scales from boutique RIAs to advisory networks and platform providers
  • Improves compliance posture with clear audit trail

Result

Better client experience. Less advisor friction. Stronger retention.

Platform & partners

Built for integration and partnerships

Hubmee is designed as an API-first, white-labeled layer for fintech and wealthtech ecosystems.

  • API-first architecture
  • White-label ready for partner branding
  • Embed into existing platforms or workflows
  • Designed for fintech and wealthtech ecosystems

Ideal for

  • Platform providers
  • Financial institutions
  • Advisory networks
  • Vertical SaaS companies

Build a better client experience — without rebuilding your stack.

Early access

Ship a portal clients will actually use

We’ll reach out when it’s relevant for your firm.

  • No spam
  • Secure by design
  • White-label control

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