A private, adviser-led home for your family's whole financial life. Part record, part communication centre, part meeting room, part planning tool. Built with advisers, for advisers, and even better for families.
Sign in to your HubFamily WhatsApp groups changed how families communicate: chaotic, warm, instant, but completely unstructured. They proved something important. Families want to be connected digitally. They just do not have the right tool for the financial conversation.
Your Family Financial Hub takes that instinct, the wish to be in the loop, and gives it structure, purpose, and a professional at the centre. It is not a filing cabinet or a record keeper. It is one place for the family's whole financial life, shaped around them.
Robert and Margaret log in. Their whole financial world, assets, protection, legal documents, alerts, their adviser's latest message, visible at a glance. Nothing missing. Nothing scattered across six folders and four providers.
The Hub surfaces what matters straight away. Power of attorney is not in place. Demo Firm has flagged it. The family can act.
Every asset, every liability, every provider. Property, pensions, ISAs, protection policies, mortgage, credit cards, energy suppliers, plus the status of wills and power of attorney, all in one place, current and accessible.
This is the record that makes real family financial planning possible. With the full picture in front of them, the adviser can see opportunities that were invisible before.
Family members, the adviser, solicitors, accountants, executors, whoever the family chooses to include, at whatever level of access they choose to give. Every permission set by the family. Every permission adjustable at any time.
The solicitor sees one document. The accountant sees one section. The children receive the monthly update. Dad sees everything. The Hub shapes itself around the family, not the other way around.
Demo Firm is present in every Hub they manage. From one dashboard they see across every client family: alerts surfaced, families that need attention, planning opportunities to discuss. Not by manual monitoring, but with Digital Companion working quietly underneath.
Before each client meeting, Digital Companion prepares a briefing: what has changed since last time, what needs raising, what this family's full picture now shows. The adviser walks in better prepared.
Each firm names their own companion. For Demo Firm families it is Digital Companion. It works quietly in the background for the adviser, and answers the family's questions directly when they need to find their way around.
Digital Companion never invents figures. Every number comes from the family's own records, and the adviser confirms the important ones.
Every adviser already has what is needed to populate a family Hub. It is in the back office, the portfolio software, the client files, the review letters. Years of client knowledge, structured and detailed.
Show Digital Companion what already exists. It reads a document, pulls out the assets, liabilities and protection, and proposes them for the adviser to check and confirm. No starting from a blank page.
Available now: document upload. PDFs, review letters, valuations, fact finds. Upload what you have.
On the roadmap: direct links to Intelliflo, Salesforce FS, CURO, Xplan and others.
An illustration of what the Hub makes possible, for every client family, with every adviser who uses it.