Access your HUB anywhere you have internet access.  There is also a smart phone app that can be utilized.

Key Elements

Your HUB comes packed with tons of great features to stay in tune with your financial world! Organize, store, educate, track spending, investments, budget and get to up-to-date net worth.


Your advisors have access to your HUB to help collaborate and assist with recommendations.


We employ the most advanced security features and protocols to keep your data safe, private and secure, 24/7/365.

Safe & Secure Overview

Your HUB employs the most advanced security features and protocols to keep your data safe, private and secure, 24/7/365. Comprehensive security protection measures include password protection, secure socket layer encryption, firewalls, intrusion detection, audits, inspections and more. You can be confident that your important information is safe and secure.

Unlike online banking, trading or shopping websites, your money cannot be moved, withdrawn or accessed on our system.

You have a unique User ID and Password. If three consecutive login attempts fail, the system automatically locks your account for 10 minutes, blocking any manual or programmed hacking attempts.

Your User ID and Password will never be given out over the phone or sent to an email address that is not pre-registered with your account.

Our system uses a 256-bit Secure Socket Layer to scramble your data to prevent access to unauthorized users. This is the highest level of encryption currently available today. Your data is so scrambled that trying to read it without authorization is like looking for a single grain of sand on miles of beach.

We house your important data with SunGard Data Systems, a revolutionary server hosting space offering the most secure environment in the industry. SunGard hosts 70% of all financial industry transactions.

Physical access at SunGard’s world-class hosting server centers is limited to authorized personnel, and requires multiple levels of authentication, including finger prints scanning. SunGard Data System also makes use of fire protection, electronic shielding, database backups and more to ensure your data is continuously monitored and protected.

Our system uses third-party security auditors including McAfee, TraceSecurity, and WhiteHat Security to continuously try to hack into the system. Our firrewalls have never been breached.

Our HUB is Verisign certified to be hacker safe. To receive this approval, the system is updated every 15 minutes with tests for newly discovered vulnerabilities and validated fixes from hundreds of sources worldwide

Learn about Your HUB

Watch a short video above to learn more about the HUB, it’s security and how this client benefit puts your whole financial world in one central location.

Updates to Your HUB

Building on last year’s updates, we’ve added even more improvements to your HUB Spending and Budgeting tools. With improved charts, filtering, and performance, this update streamlines the client experience on desktop and mobile platforms.

As we continue to enhance your HUB with interactive experiences, we are redesigning the Goals Page to provide you with a more personalized and streamlined experience.

Print the update file.

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