.png)
The hub is available to paraplanners and advisers with an active subscription. Choose from free, lite, full and team+ plans to unlock the tools you need.
Access calculators, flowcharts, templates, and files designed for paraplanning and advisory workflows. New resources are added regularly.
Submit requests directly through the hub’s request feature. Our team reviews all suggestions and priorities based on user demand.
Update your plan, billing details, or team members in the user settings section. All changes take effect immediately.
We use industry-standard encryption and secure authentication to protect your information. Only you and authorised team members can access your data.
Contact our support team via the help section in your user dashboard. We aim to respond to all inquiries within one business day.