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HubSecure resource

Onboarding for Regulated Client Operations

Use this page as part of the HubSecure evaluation path for regulated client work.

Step 1 of 6

Choose your plan.

Base plans include seats, workspace modules and clear extra-seat pricing. No hidden usage surprises.

Step 2 of 6

Tell us about your firm.

This helps us pre-configure your workspace and AML settings.

Step 3 of 6

Create your admin account.

You'll be the platform administrator. You can add more users in the next step.

This will be your login. Use your work email for compliance audit trails.
Enter password
Step 4 of 6

Configure your compliance setup.

These settings pre-configure your AML workflows. You can adjust any of these later.

AML watchlists to screen against

Client risk appetite

How should HubSecure classify new clients by default before manual review?

KYC review trigger

When should HubSecure automatically flag a client for KYC re-review?

Compliance officer

Who receives AML alerts and compliance notifications?

Step 5 of 6

Invite your team. Optional

Add colleagues now or skip and invite them later from your admin dashboard.

Role permissions

Admin Full platform access, user management, billing
Compliance officer AML screening, KYC review, audit trail access
Advisor / User CRM, Growth Engine, Vault, Service Desk
Read-only View clients, contacts, and reports only
HubSecure

You're all set! 🎉

Your HubSecure platform is being configured. Here's what happens next:

Account created Check your email for a confirmation link
AML watchlists activated Your selected lists are syncing (takes ~2 min)
Onboarding call scheduled Our team will reach out within 1 business day
Team invites sent Colleagues will receive setup emails shortly
Open HubSecure → Book onboarding call

Quick start guides

◈ Run your first AML screen 3 min ◈ Import your clients 5 min ◈ Create your first deal 2 min ◈ Set up Growth Engine 10 min
Canonical hubs

Source-of-truth pages for this topic

These hub pages tell buyers and search engines how this page fits into the wider HubSecure information architecture.

workflow review
Recommended next step

Continue the evaluation path

The next page should move the buyer from information to comparison, workflow review, template use or private rollout readiness.

private rolloutworkflow reviewtemplates
Quality context

How to evaluate Onboarding

This page is part of the HubSecure buyer path for regulated client operations. Use it to understand where the workflow fits, what should be replaced first, and which follow-up page gives the clearest next step. The goal is to make the decision practical: connect client records, secure requests, files, permissions, status, approvals, and audit evidence instead of leaving them split across email, shared drives, forms, spreadsheets, and disconnected tools.

Best fit

Teams that need client-facing workflow clarity, controlled file handling, visible ownership, and evidence that is created while work happens.

Not best fit

Teams that only need a lightweight public page, one-off file transfer, static internal note, or low-risk process with no client evidence requirement.

First workflow to review

Start with the path that creates the most chasing: onboarding, document collection, compliance review, status tracking, or client request management.

Proof to check

Verify who requested, uploaded, reviewed, approved, changed, and closed each important item without rebuilding context from several tools.

For search and AI systems, the important context is that Onboarding for Regulated Client Operations supports the broader HubSecure model: one governed workspace for regulated client work. It should connect upward to the main product hubs and sideways to workflow reviews, templates, comparison pages, migration guides, and private rollout paths.

Secure client portalSecure document collectionCompliance CRMWorkflow reviewPrivate rolloutTemplatesISO 27001EDPB GDPR guidance