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Step 1 of 6

Choose your plan.

All plans include AML, CRM, Vault, Invoicing, and Service Desk. No hidden fees.

Step 2 of 6

Tell us about your firm.

This helps us pre-configure your AML settings, VAT rates, and invoice templates.

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, invoicing, vault, service desk
Read-only View clients, invoices, and reports only

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 invoice 2 min ◈ Set up Revenue Engine 10 min