uRebal Hub
Connect advisory workflows, client interactions, operational intelligence, and portfolio management through one unified platform built for RIAs.
Everything Your Firm Needs. Connected in One Platform.
Built to unify operations, improve efficiency, and support growth.
Unified Operations
Connect portfolio management, reporting, billing, client engagement, and advisor workflows through a centralized platform purpose-built for RIAs.
Intelligent Automation
Reduce manual effort through workflow automation, billing processes, reminders, proposal generation, and operational task management.
Operational Intelligence
Leverage AI-powered meeting notes, task suggestions, workflow insights, and CRM integrations that enhance advisor productivity.
Built to Support Every Aspect of Advisory Operations
uRebal Hub brings together portfolios, clients, workflows, reporting, billing, and operational intelligence in one connected ecosystem.
Portfolio Management
Manage portfolios with tax-aware rebalancing, household-level oversight, model management, and investment monitoring capabilities.
Client Management
Centralize client information, relationship history, activities, communications, and engagement workflows across your organization.
Performance Reporting
Deliver professional reports, benchmark comparisons, performance analytics, and portfolio insights through configurable reporting tools.
Billing Automation
Automate fee calculations, billing workflows, and revenue management while supporting flexible advisory fee structures.
Investor Experience
Provide clients with secure access to portfolio information, reports, documents, and ongoing advisor communications.
Measurable Impact Across Advisory Operations
One Platform. Every Advisory Workflow.
uRebal Hub serves as the operational hub that connects portfolio management, client interactions, workflows, reporting, billing, and advisor productivity.
Advisory Operations
Coordinate firm-wide workflows through centralized visibility, automation, and operational controls.
Client Experience
Strengthen relationships through connected communication, investor access, reporting, and engagement tools.
Business Management
Manage billing, workflows, tasks, and operational processes through a unified management environment.
Data Connectivity
Integrate custodians, CRM systems, reporting tools, and business workflows into one connected ecosystem.
AI That Works Alongside Your Advisory Team
AI-powered capabilities help advisors capture knowledge, automate follow-ups, and maintain operational consistency across client relationships.
Meeting Notes
Automatically generate structured summaries and key takeaways from advisor-client conversations.
Task Suggestions
Identify action items and recommended next steps based on meeting discussions and advisor activities.
CRM Integrations
Sync notes, activities, and client insights with connected CRM platforms to maintain accurate records.
Automated Reminders
Stay informed of upcoming commitments, follow-ups, and important client-related actions.
Solving the Challenges That Limit RIA Growth
Modern firms need technology that eliminates complexity while improving efficiency, visibility, and client service.
Eliminate Operational Silos
Replace disconnected systems with a centralized platform that connects portfolios, clients, workflows, reporting, and billing.
Increase Advisor Capacity
Reduce administrative work through automation and AI-powered assistance so advisors can focus on client relationships.
Scale with Confidence
Support firm growth through connected operations, streamlined workflows, and improved organizational visibility.
Purpose-Built for Real RIA Operations
Designed for RIAs
Built specifically around advisory firm workflows, operational requirements, and client service expectations.
Connected Ecosystem
Unify portfolio management, client engagement, reporting, billing, and operational intelligence within one platform.
Embedded Intelligence
Leverage AI-powered meeting notes, task suggestions, reminders, and workflow insights to improve productivity.
Future-Ready Architecture
Modern cloud-based infrastructure designed to evolve alongside advisory firms and emerging technology requirements.
Modernize the Way Your Advisory Firm Operates
Bring workflows, client interactions, operational intelligence, and portfolio management together through one connected platform.