HubCRM – The AI-Native CRM for Financial Advisors
Work smarter, not harder. HubCRM delivers AI-driven insights, effortless meeting automation, and secure data management—designed specifically for wealth management firms.
Key Benefits
AI That Works for You
AI Assistant, one-click meeting prep, client sentiment analysis, document summarization, automated meeting notes, and instant task creation.
Seamless Advisor Experience
Deep integration with Outlook, MS Teams, and financial data providers—giving you a single source of truth across your practice.
Secure & Compliant by Design
Built on cloud-native, data-lake infrastructure. WORM-compliant storage keeps your data safe, private, and never exposed to external AI models
Features
AI Assistant
Query information instantly across your entire book of business.
Manage clients, opportunities, notes, and tasks in one place.
Voice interaction mode coming soon.
Productivity Tools
Meeting Prep
Auto-generate agendas from all available client information in one click.
Client Sentiment
Measure how clients feel, anticipate retention risks, and act proactively.
Meeting Notes
AI captures meeting notes in MS Teams and embeds them directly into the client view.
Automated Tasks
Create tasks instantly from AI-generated follow-ups—no manual entry needed.
Document Summarization
Upload a document, let AI summarize it, create a note based on the summary text, and add the file as an attachment.
Connected Ecosystem
InventStore Marketplace
Access 100+ micro-apps that plug directly into HubCRM.
Data Lake Infrastructure
AI-native foundation for analytics, compliance, and scalability.
Why HubCRM?
Comparison with Traditional CRMs
HubCRM
- AI-native
- Secure
- Built for financial advisors
- Endlessly extensible via apps.
Others
- Generic workflows
- Limited integrations
- Heavy manual
Trust & Compliance
- Cloud-native, enterprise-grade security.
- WORM-compliant document storage.
Ready to see how AI can transform your advisory practice?
Simple, Transparent Pricing
High-End Features
Without the High-End Cost
Get more features, better AI, and superior support while saving thousands per year. Plus, start completely free - no credit card required.
Starter
Perfect for solo advisors getting started
- Up to 20 client contacts
- Basic CRM & task management
- AI-powered client insights
- Standard templates
- Basic reporting
- Email support
Professional
AI-powered CRM for growing practices
- Unlimited client contacts
- Advanced workflow automation
- Document management
- Priority email support
Custom
Tailored for large advisory organizations
- 100+ financial integrations
- Compliance tracking & alerts
- Advanced reporting & analytics
- Advanced compliance suite
- Multi-office management
- Enterprise SSO & security
- Client portal access
- Custom onboarding program
- 24/7 dedicated support
- Quarterly business reviews