# 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

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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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