Welcome To The Hub

We want to kick-off this blog with a overview on what we are building and what it will mean to financial advisor technology. 

The Problem: Technology vendors are struggling with integration; advisors are frustrated.

The Solution : Hub™ -- SaaS middleware which seamlessly integrates various technology applications through a single, unified dashboard. 

Hub™ will greatly reduce redundant data entry by providing a single point for the creation of a new client record or to edit an existing client record. The data is captured in the Hub’s central database, normalized to rule out duplication, and then synchronized across multiple integrated applications. 

Hub™, operating as the central database for client and account information, will display high-level features of each integrated application in a customized, unified dashboard. That 30% of  functionality advisor's use from each technology system... Hub brings it all into one application. 

Hub™ will also deliver single-sign on into each integration application. This eliminates the need to remember multiple passwords while providing one-click direct access to the full suite of features offered by each integrated system. 

And finally, advisors will retain their technology independence. The Hub™  is not tied to any underlying software application or custodial platform. This provides firms with incredible flexibility when it comes to picking the right technology for their business model.  

In early 2007 a consortium of technology vendors came together in an attempt to solve the data integration problem. The goal was to create a single data standard across various technology systems. If successful, the data integration problem would be a thing of the past. The consortium is Your Silver Bullet. Their goal has not been achieved. 

Hub™ is redefining what it means to deliver a true silver bullet. Tune in to this blog as we document our development. 

ETA for Beta launch is August 20th. Beta will include integrations with Assetbook, Redtail, and MoneyGuidePro. If you are interested in taking part in the Beta, please contact us here www.baersoftware.com