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Screenshots

  • Engagement Hub screenshot 1
  • Engagement Hub screenshot 2
  • Engagement Hub screenshot 3
  • Engagement Hub screenshot 4

About Engagement Hub

Engagement Hub is a powerful client engagement platform for financial advisors, built to enhance transparency, streamline communication, and automate client interactions. Advisors can securely share documents, manage tasks, complete eSignatures, and integrate tools like retirement calculators and insurance assessments—all from one central hub.

What’s new

Version 1.6.5 · Updated May 16, 2026

What's New - Client, Partner and Advisor Login - Messages - Tasks Module - Documents - My Budget - My Balance Sheet - Investment Risk Profile - Push Notification for messages - Biometric Authentication New Features coming soon. Stay Tuned.

App privacy

The developer, Engagement Hub Net PTY LTD, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • User Content: Photos or Videos
  • Contact Info: Email Address, Name

Used for: Product Personalization, App Functionality

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