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features
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support

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Description

Success manifests uniquely for each organization. Our expertise lies in deploying technology tailored to diverse requirements, empowering advisors across various business models to meet their fiduciary duties effectively. We envision solutions that extend beyond mere technology, creating a transformative experience that encourages innovation, challenges the status quo, and positions you for ongoing triumph. By developing a superior tech infrastructure with over 100 integrations, you can ensure the integrity of your data through daily domestic reconciliations. Enhance collaboration via a multi-channel client experience, while trading becomes streamlined with a tax-efficient rebalancer. Furthermore, you can craft individualized SMA investment portfolios and accelerate your revenue streams through customized fee and payout arrangements, paving the way for sustainable growth in your practice. Ultimately, our comprehensive approach is designed to help you not only reach your goals but exceed them.

Description

Streamline your next request for proposal (RFP) with ease and efficiency. InHub LLC’s premier Investment Consultant eRFP platform serves as your reliable RFP concierge, enabling investment fiduciaries to navigate the RFP process in a cost-effective manner. Our advanced eRFP technology empowers users to craft tailored RFP questionnaires, send them to selected candidates, assess proposals concurrently, make notes online, and maintain comprehensive records for fiduciary audits. By choosing InHub, you can accelerate the RFP timeline, mitigate risks, and lower expenses, ensuring a seamless procurement experience. The combination of speed and thoroughness provided by our platform allows fiduciaries to focus on making informed investment decisions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Asset-Map Yes 
Co-Pilot Yes 
FP Alpha Yes 
MoneyGuide Yes 
Open Dental Software Yes 
Pontera Yes 
RightCapital Yes 
Riskalyze Yes 
Salesforce Yes 
SolarWinds Patch Manager Yes 
SolarWinds Server & Application Monitor Yes 
SolarWinds Virtualization Manager Yes 
SolarWinds Web Help Desk Yes 
iTimekeep Yes 

Integrations

Asset-Map No 
Co-Pilot No 
FP Alpha No 
MoneyGuide No 
Open Dental Software No 
Pontera No 
RightCapital No 
Riskalyze No 
Salesforce No 
SolarWinds Patch Manager No 
SolarWinds Server & Application Monitor No 
SolarWinds Virtualization Manager No 
SolarWinds Web Help Desk No 
iTimekeep No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$1000.00/one-time
InHub’s pricing is based on the RFP type and frequency.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Orion Advisor Technology

Founded

1999

Country

United States

Website

orionadvisortech.com

Vendor Details

Company Name

InHub

Founded

2013

Country

United States

Website

www.theinhub.com

Product Features

Business Intelligence

Ad Hoc Reports No 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard No 
Data Analysis No 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics No 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics No 

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

Reporting

Customizable Dashboard No 
Data Source Connectors No 
Drag & Drop No 
Drill Down No 
Email Reports No 
Financial Reports No 
Forecasting No 
Marketing Reports No 
OLAP No 
Report Export No 
Sales Reports No 
Scheduled / Automated Reports No 

Product Features

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management No 
Content Repository Yes 
Document Management Yes 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management Yes 
Requirements Management No 
Revision Management No 
Task Management No 
Templates Yes 
Version Control No 

Alternatives

Alternatives