Urebal Hub.
The unified portfolio management platform for RIAs — bringing rebalancing, billing, reporting, and investor communications into one seamless workflow.
Everything your RIA needs in one hub.
From client experience to new business, Urebal Hub keeps your whole team on the same page.
Client Portal
Give clients a branded, real-time view into their portfolios.
Proposal Generator
Build professional new-business proposals in minutes.
Document Vault
Securely store and share client documents in one place.
Team Dashboards
Give every team member visibility into the accounts they manage.
Household Management
Group related accounts together for a single household view.
Compliance Tracking
Keep every account and communication within policy.
Up and running in days, not months
Our onboarding team handles the data migration, custodian connections, and configuration. You focus on your clients.
Onboard Your Team
Bring your firm's accounts and users into Urebal Hub.
Configure Workflows
Set up proposals, dashboards, and client portals your way.
Launch & Support
Go live with ongoing support from our team.
Catch drift before it becomes a problem.
Urebal Hub continuously monitors every account for drift against your model. When accounts breach your defined thresholds, the platform surfaces trade recommendations — ready to review and execute in one click.
Connects with your existing stack
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"Urebal Hub is a game changer for our firm. The automation alone saved us 20+ hours per week, and the reporting quality has significantly improved our client conversations."
Bring your whole team into Urebal Hub.
Talk to our team about giving your RIA one hub for portfolios, proposals, and clients.