Hub XP 9.7.3

Introducing HUB XP, the new application for XP Investimentos advisors.

Access your clients' information through dynamic and intelligent data, all in real time.

Optimize your day and stay focused on acquiring new prospects and enhancing client relationships.

Track net acquisitions, upcoming deadlines, and financial transactions for your clients.

Develop effective strategies based on performance metrics displayed on the application's dashboard.

Share consolidated positions and the past month's history in PDF format via WhatsApp, Messenger, SMS, and direct email from your mobile device.

Communicate with your clients effortlessly through WhatsApp, phone calls, or emails with just one click using our one touch action feature.

Mobilize your CRM and access your sales funnel from anywhere.

HUB XP is exclusively designed for advisors who work with XP Investimentos.