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Here’s How You Can Save More Hours in Your Workday!

Get FspHUB today and beat the brokerage next door!

You get into your office, respond to a couple of emails, attend a few meetings and as you’re about to get to admin work, you see it’s time to go home to your family. Where did the time go?

This is the situation for many Financial Advisors. There’s just not enough time to get everything done in 24 hours. But what if I told you that you can turn your 24-hour day into a highly productive workday?

What your business needs

It’s not really that you don’t have enough time to complete your tasks but rather that you don’t have the right processes to become more productive. Regulations have complicated the industry and only innovation can help you get things done more efficiently.

What your business requires is FspHUB!

With FspHUB, you will discover a whole new world: your workflow, communication and documents all exist in one place. You can access it from anywhere, at any time, using any device.

Needed at the heart of every financial services provider, it becomes the hub where everything starts and ends. It bridges the gap between the first contact with a client, prospect or insurer and the completion of every task. It also makes management control easier.

It is not designed to replace the tool(s) that you are using to do your technical work. The result of that work is simply linked into FspHUB, so you never need to phone them back – all the information you may need is right there.

What FspHUB does:

  • Secure off-site data storage and back-up
  • Web based access to data from anywhere
  • Taming the eMail beast
  • Effortlessly manage workflow
  • Improved communications
  • Document management
  • Improved management control
  • Focused group communication
  • Facilitates FAIS compliance in so far as record keeping, business processes and management control is concerned
  • Access to leading edge technology

Whether you are a Short-Term Broker, a Financial Planner, Employee Benefits Consultant or all combined ― talk to us. We would love to hear your story.

Get FspHUB today and beat the brokerage next door!