Successful advisors establish themselves as “sticky hubs:” the go-to resources for their clients’ financial needs, questions and concerns. To do that effectively, they must relate to clients’ mindsets ...

Client Hub, a collaboration platform for accounting professionals and clients, has released an app now available for Apple and Android devices. Client Hub offers an “all-in-one workspace” with secure ...

TAMPA, Fla.--(BUSINESS WIRE)--LeadingResponse, the leader in performance marketing for professional services, today launched a new fully online account management portal, Hub, for its clients in the ...

Streamlined client management: The new client hub (beta) provides a centralized view of client information, files, folders and projects—streamlining client management and simplifying day-to-day work.

Intermediary-only lender Accord Mortgages has launched a new interactive online toolkit designed to support brokers during their discussions with clients. The Client Hub features a guide through the ...