Unified advisor workspace
Centralizes all advisory capabilities into a single, digitized workspace: research, profiling, portfolio analysis, trading, reporting, and monitoring.
Advisor Hub empowers advisors with a unified, intelligent workspace
Advisor Hub is a fully digitized workspace that unifies advisors and central functions across the investment management process.
It streamlines operations, integrates seamlessly with existing systems, and enables personalized, digital-first client engagement.
With scalability, flexibility, and cost efficiency at its core, Advisor Hub empowers firms to accelerate growth, adapt to changing market demands, and deliver exceptional client value at scale.
Disconnected systems and outdated processes undermine advisor efficiency
Advisors face fragmented tools and siloed data, forcing manual rekeying and increasing error risk.
Aging advisor populations and rising client expectations strain capacity, while limited automation hampers productivity and scalability. Disparate workflows slow decision-making and complicate compliance, making consistent advice hard to evidence.
Legacy technology and poor integration block innovation and heighten operational risk.
Inefficient processes and non-intuitive workflows prevent advisors from delivering personalized, scalable portfolio experiences.
Why choose Advisor Hub
Enhanced productivity & efficiency
Automated workflows, modular dashboards, and integrated data sources reduce manual effort, eliminate rekeying, and free advisors to focus on high-value client engagement.
Better decision-making
Advanced analytics and actionable insights support timely, informed portfolio and client decisions, improving outcomes and advisor impact.
Scalability & Flexibility
Hybrid advisory model with a universal digital wealth platform, adaptable deployment
Regulatory confidence
Unified audit trails, compliance-ready workflows, and robust data governance ensure consistent, regulator-ready advice at scale.
Bespoke investment solutions
Systematic customization of portfolios aligned to client goals, restrictions, and preferences.
Advisor Hub features
Centralized workspace
A single access point for all advisory capabilities, seamlessly integrated through unified data and workflows.
End-to-end advisory functionality
End-to-end functionality covering research, profiling, portfolio analysis, construction, optimization, trading, reporting, and monitoring.
Integrated data & ecosystem connectivity
Seamless integration with FNZ and third-party applications (e.g., market data, ESG analytics, cash savings), enabling unified workflows and broader service delivery.
Customizable dashboards & modular widgets
Advisors can tailor their workspace with modular widgets and personalized reporting, drawing on integrated data sources for a bespoke experience.
Automated compliance & unified audit trails
Structured workflows and comprehensive audit trails support regulatory requirements and evidence consistent, compliant advice at scale.
Real-time analytics & insights
Embedded analytics deliver actionable insights for timely, informed decision-making across client and portfolio management.
Client success stories
Featured insights & news
Frequently asked questions
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What is Advisor Hub and who is it designed for?
Advisor Hub is a digital wealth management platform built for firms looking to deliver personalized client experiences, streamline operations, and accelerate innovation. It’s designed for wealth managers, advisors, and institutions seeking to modernize their advisory models.
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How does Advisor Hub improve client engagement?
By enabling personalized, omnichannel, and digital-first interactions, Advisor Hub allows advisors to meet clients where they are—delivering seamless engagement across channels while strengthening trust and long-term relationships.
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What business challenges does Advisor Hub solve?
Advisor Hub helps firms reduce costs by simplifying infrastructure and operations, accelerate time-to-market through an open, API-enabled ecosystem, and scale with flexibility to adapt to evolving client and market needs.
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How does Advisor Hub ensure data security and compliance?
Advisor Hub is built with enterprise-grade security, ensuring client data is protected at every level. The platform supports regulatory compliance across jurisdictions, with robust controls, auditability, and integration with existing risk and compliance frameworks.