Financial services firms manage CRM systems, portfolio platforms, compliance tools, and client portals that were never designed to share data. QuadHub provides the secure integration layer that meets regulatory requirements.
The average RIA or broker-dealer uses six or more platforms: CRM, portfolio management, financial planning, compliance, document management, and client portal. Each has separate credentials and separate data.
QuadHub's architecture is designed for regulated industries. Zero-touch credential security, audit logging, and role-gated access align with SEC, FINRA, and state regulatory requirements.
Connect Orion, Tamarac, Black Diamond, and major portfolio management systems.
Integrate Redtail, Wealthbox, and Salesforce Financial Services Cloud.
Connect eMoney, MoneyGuidePro, and planning platforms.
Integrate Smarsh, Global Relay, and compliance archiving systems.
Secure client-facing portal for document exchange and account access.
Audit logging, role-gated access, and credential encryption for regulated environments.
QuadHub connects RIA principals, compliance officers, and wealth management teams, integrating portfolio management, CRM, and compliance platforms. Financial services connectors are available and ready to configure.
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