Reqister/Log in

HubSpot Marketing Hub from HubSpot

All-in-one marketing automation platform with email marketing, lead capture forms, landing pages, content creation tools, and analytics. Financial services features include compliant workflows, lead scoring for investor qualification, and automated nurture campaigns for fund marketing.

Is this your product?

More about HubSpot

Product analysis by function

Marketing Automation Platforms for Distribution & Sales

Software that automates marketing workflows, campaign management, lead nurturing, and performance tracking across digital and traditional channels.
More Marketing Automation Platforms More Distribution & Sales ...

Campaign Management
(10 Yes /10 Known /12 Possible features)

Lead Management & Nurturing
(10 Yes /10 Known /11 Possible features)

Analytics & Reporting
(10 Yes /10 Known /11 Possible features)

Integration & Connectivity
(9 Yes /9 Known /10 Possible features)

User Management & Collaboration
(6 Yes /6 Known /7 Possible features)

Personalization & Dynamic Content
(5 Yes /5 Known /6 Possible features)

Regulatory Compliance & Security
(8 Yes /8 Known /8 Possible features)

Journey Orchestration & Automation
(4 Yes /4 Known /6 Possible features)

Content Management
(8 Yes /8 Known /9 Possible features)

Data Quality & Management
(8 Yes /8 Known /9 Possible features)

Support & Training
(7 Yes /7 Known /8 Possible features)

Marketing Automation Systems for Business Development and Marketing

Platforms that enable targeted digital marketing campaigns, drip email programs, content distribution, and lead nurturing for prospective clients with compliance-approved materials.
More Marketing Automation Systems More Business Development and Marketing ...

Lead Management
(10 Yes /10 Known /11 Possible features)

Campaign Management
(11 Yes /11 Known /12 Possible features)

Email Marketing
(9 Yes /9 Known /10 Possible features)

Workflow & Automation
(8 Yes /8 Known /9 Possible features)

Integration Capabilities
(6 Yes /6 Known /8 Possible features)

Compliance & Security
(8 Yes /8 Known /9 Possible features)

Analytics & Reporting
(8 Yes /8 Known /9 Possible features)

Client Engagement Tracking
(5 Yes /5 Known /7 Possible features)

Content Management
(5 Yes /5 Known /7 Possible features)

User Experience & Accessibility
(5 Yes /5 Known /7 Possible features)

Scalability & Performance
(3 Yes /3 Known /7 Possible features)

Event Management Software for Business Development and Marketing

Tools for planning, promoting, and managing client seminars, educational workshops, and other events with registration management and follow-up automation.
More Event Management Software More Business Development and Marketing ...

Core Event Management
(0 Yes /4 Known /10 Possible features)

Marketing and Promotion
(10 Yes /10 Known /10 Possible features)

Registration and Ticketing
(4 Yes /7 Known /10 Possible features)

CRM & Client Data Integration
(8 Yes /9 Known /10 Possible features)

Compliance & Security
(10 Yes /10 Known /10 Possible features)

Analytics and Reporting
(8 Yes /9 Known /10 Possible features)

Virtual Engagement
(1 Yes /1 Known /10 Possible features)

Mobile Accessibility
(5 Yes /5 Known /10 Possible features)

Integration & Extensibility
(8 Yes /8 Known /10 Possible features)

Customer Support and Training
(8 Yes /8 Known /10 Possible features)

Pricing, Scalability, and Accessibility
(7 Yes /7 Known /10 Possible features)

Compare

Hard working Robot This data was generated by an AI system. Please check with the supplier. More here

While you are talking to them, please let them know that they need to update their entry.

Multi-channel Campaign Execution Ability to create and deploy campaigns across channels like email, social media, SMS, and print.		Supported: HubSpot executes campaigns across email, social, SMS (with integrations), and print (via integrations/plugins).
Campaign Scheduling Capability to schedule campaigns in advance for different time zones and customer segments.		HubSpot allows campaign scheduling with advanced options and supports time zones and segmentation.
A/B Testing Functionality for split testing elements such as subject lines or offers.		A/B testing is a core feature in HubSpot for emails, landing pages, etc.
Segmentation Ability to segment audiences based on attributes or behaviors.		HubSpot supports segmentation based on contact attributes, behavior, and custom criteria.
Personalization Dynamic modification of content within campaigns based on user data.		Dynamic personalization in emails and landing pages is a built-in feature.
Template Library A pre-built library of campaign and email templates.		Template library is included for emails, landing pages, and campaigns.
Approval Workflows System for campaign reviews and approvals by multiple stakeholders.		Campaign and content approval workflows are available for teams.
Version Control Ability to manage revisions and restore previous versions of campaigns.		Campaign version control (drafts, revision history) is available for most content modules.
Campaign Cloning Quick duplication and re-use of previous campaigns.		Campaign cloning/duplication is natively supported.
Omni-channel Coordination Orchestrate consistent messaging across all touchpoints.		Omni-channel coordination supported via workflow automation and integrated messaging.
Campaign Capacity Maximum number of simultaneous campaigns supported.		No information available
Audience Size Supported The number of contacts or audience members the platform can handle per campaign.		No information available

Lead Capture Integration with web forms, landing pages, and offline channels to capture leads.		Lead capture forms and integrations with landing pages are fundamental HubSpot features.
Lead Scoring Assign scores to leads based on behavior, demographics, and engagement.		Lead scoring available natively in professional and enterprise plans.
Automated Lead Nurturing Rules-based email drip programs and follow-up workflows.		Automated lead nurturing enabled via workflows/drip campaigns.
CRM Integration Native or API connections to CRM systems for seamless lead handover.		HubSpot offers robust native CRM integration with HubSpot CRM and third-party CRMs.
Duplicate Detection & Merging Automatic identification and merging of duplicate lead records.		Duplicate detection and merging are supported in lead/contact management.
Lead Segmentation Ability to categorize leads by attributes for targeted nurturing.		Lead segmentation by attributes/rules is a standard feature.
Lead Source Tracking Tracking the original source of each lead for ROI analysis.		Lead source tracking is available on all plans.
Contact Enrichment Automatic enhancement of lead profiles with third-party data.		Contact enrichment is available via HubSpot Insights and integration with enrichment services.
Workflow Triggers Event-based automation for lead engagement or notifications.		Workflow triggers are the foundation of HubSpot automation.
Lead Assignment Automated routing of leads to sales or relationship managers.		Automated lead assignment is available via workflows.
Lead Database Size Maximum number of leads supported in the platform.		No information available

Real-time Dashboards Instant visualizations of campaign and lead data.		Real-time dashboards are standard in HubSpot reporting.
Customizable Reporting Ability to build custom reports with chosen metrics and filters.		Customizable reporting is available in professional and enterprise plans.
Attribution Modeling Tools to track and analyze marketing touchpoints throughout the client journey.		Attribution modeling is included for tracking touchpoints, source, and conversion.
ROI Tracking Measurement of the financial return for each campaign or channel.		ROI tracking is built into campaign/analytics modules.
Funnel Analysis Visualization and analytics of how leads progress through sales stages.		Funnel analysis and lifecycle reporting are standard analytics features.
Export Options Download reports in multiple formats (CSV, XLS, PDF).		Data export to CSV, XLS, and PDF is available.
Scheduled Reporting Automated periodic delivery of reports to stakeholders.		Scheduled reporting (report emails, dashboards) is a feature in professional/enterprise plans.
KPI Monitoring Tracking and alerting of marketing key performance indicators.		Custom KPI monitoring and alerts are supported.
Data Visualization Tools Charts, graphs, and dashboards to make analytics accessible.		Data visualization tools such as graphs, dashboards, and widgets are core features.
Analytics API Programmatic access to analytics data for third-party tools.		Analytics API is available for extracting analytics to third party tools.
Report Generation Speed Average time required to generate a report.		No information available

Native CRM Integrations Out-of-the-box integration with major CRM systems like Salesforce or Microsoft Dynamics.		Native integrations for Salesforce, MS Dynamics, and others are available.
Open API Access Availability of application programming interfaces for custom connections.		Open REST API for custom integrations is core to HubSpot.
Data Import/Export Support for importing and exporting contacts, data, and campaign results.		Data import/export supported for contacts and campaign data.
Fund Platform Integration Connection to fund management and distribution systems.		No information available
Compliance Platform Integration Integration with regulatory compliance solutions (e.g., MiFID II, GDPR tracking).		Compliance integrations are available via HubSpot marketplace and APIs, e.g., GDPR.
Email Service Provider (ESP) Compatibility Plug in to third-party or preferred ESPs.		Can connect to external ESPs via integrations.
Webinar/Events Integration Syncing with webinar and event platforms for lead tracking.		Webinar/event integration supported via marketplace, e.g., Zoom.
Marketing Data Warehousing Centralized storage for structured marketing data.		Centralized data warehousing is supported natively or via connections.
Batched Data Synchronization Bulk and scheduled data transfers to reduce load and maintain consistency.		Batched and scheduled sync supported via workflows and APIs.
Single Sign-On (SSO) Integration with corporate authentication systems.		SSO available on enterprise tiers.

Role-based Access Control Customisable permissions and user roles for security and process management.		Role-based access control is customizable for users and teams.
User Audit Trails Comprehensive logs of user activity for compliance and troubleshooting.		Audit trails (user log/history) are present for compliance.
Multi-user Collaboration Simultaneous, real-time work on campaigns and data.		Multi-user collaboration and simultaneous editing are supported features.
Commenting & Notes Ability to annotate, comment, or tag collaborators on campaigns.		Commenting and notes are in campaign modules and CRM records.
Team Task Assignment Delegation of tasks or campaign steps to teammates.		Task assignment is supported natively for team workflows.
Approval Workflows Pre-defined stages for approval and stakeholder signoff.		Approval workflows for campaigns and marketing content are supported.
User Capacity Number of users that can simultaneously access the platform.		No information available

Personalized Email Content Dynamic insertion of individual data (e.g., name, portfolio, investment preferences).		Personalized email content with dynamic fields supported out-of-the-box.
Dynamic Web Content Show different website experiences based on client segment or behavior.		Dynamic web content via HubSpot CMS personalizes web experience.
Recommendation Engine AI-driven recommendations for investment products or educational resources.		Recommendation engine via integrations or custom modules; native for CMS.
Conditional Messaging Automated display of content based on rules/triggers.		Conditional messaging using rules/triggers in workflows/email.
Personalization Rules Capacity Maximum number of complex rules supported for content personalization.		No information available
Multi-language Support Personalized communications in multiple global languages.		Multi-language campaign support natively supported.

Consent Management Capture and manage client communication preferences and regulatory consents.		Consent management available natively and for GDPR compliance.
GDPR & Local Law Compliance Tools ensuring storage and use of client data meet applicable standards.		GDPR and local regulation compliance tools are core, including region-based data processing.
Audit Trails Recordkeeping of all user, system, and client actions.		Audit trail and user action logging features built in for compliance.
Data Encryption Encryption of data at rest and in transit.		Encryption at rest and in transit confirmed in security whitepapers.
Role-based Permissions Granular user access controls based on roles.		Role-based permissions for data and record access available.
Data Retention Policies Automated enforcement of data retention and purging policies.		Data retention policies can be set and managed based on regional laws.
PII Data Masking Masking of personally identifiable information in UI and exports.		PII masking for views/exports supported for compliance.
Access Logging Monitoring and logging all data access and changes.		Access logging for all user and API actions available.

Multi-step Workflow Automation Visual autoscheduling of complex marketing or sales sequences.		Visual multi-step marketing automations are core to workflows in HubSpot.
Behavior-triggered Journeys Automatically adjust journeys based on client engagement signals.		Behavior-triggered journeys are core workflow tools.
Journey Mapping Visualization Graphical user interface for designing and viewing customer journeys.		Journey/automation mapping via visual workflow builder.
Journey Analytics Reporting on journey progression, dropoff points, and conversion rates.		Journey analytics provided through reporting tools.
Workflow Capacity Maximum number of workflows or journeys that can be active concurrently.		No information available
Journey Length Supported Maximum number of steps or events within a single customer journey.		No information available

Centralized Content Repository Single location for management of all campaign assets (documents, banners, etc).		Central file manager for all content and assets.
Asset Tagging & Categorization Organize content through metadata and folders for easy retrieval.		Asset tagging and folders for organizing marketing/brand assets.
Document Version Control Track changes and revert to prior versions of documents.		Document and asset version tracking is available.
Approval Workflows for Content Structured process for internal content review and signoff.		Approval workflows exist for campaign and content review.
Bulk Asset Upload/Download Efficient handling of large quantities of content files.		Support for bulk uploading and batch asset download.
Content Sharing & Distribution Ability to distribute content internally or with external partners (e.g. IFAs, distributors).		Content sharing (links, exports, collaboration) is supported.
Branding Controls Enforce corporate brand guidelines through templates and permissions.		Brand guidelines and template controls supported for brand consistency.
Digital Rights Management Control the usage and distribution rights of digital assets.		Digital rights over asset distribution (sharing, access control) available.
Content Repository Size Total storage allocated for content assets.		No information available

Data Validation Automated checks to ensure records are entered in the correct format.		Data validation built into all data entry.
Duplicate Detection Identify and flag duplicate data entries across leads, contacts, and accounts.		Duplicate detection is standard for contacts, companies, and leads.
Data Cleansing Tools Automated processes to repair, complete, or remove poor quality data.		Data cleansing via workflows and integrations.
Custom Field Support Support for a wide variety of field types and custom records.		Custom fields are fully supported in CRM, forms, etc.
Data Import Wizard Guided processes for uploading and mapping externally-sourced data.		Import wizard guides users through data import and mapping.
Change History Tracking Complete record of data modifications for audit and troubleshooting.		Change history visible in contact/company/activity records.
Data Access API Available APIs for accessing data programmatically.		APIs are available to access all data programmatically.
Data Retention Controls Automated enforcement of data retention policies based on jurisdiction.		Data retention controls set by user and jurisdiction.
Data Storage Capacity Maximum database size for all customer and marketing data.		No information available

24/7 Support Availability Access to technical support and troubleshooting around the clock.		24/7 support available on professional/enterprise & via knowledge base.
Onboarding Services Guided onboarding and setup assistance for new customers.		Guided onboarding and professional setup available.
Dedicated Customer Success Manager Named manager assisting with adoption and maximizing use of platform.		Dedicated Customer Success Managers assigned on enterprise plans.
Knowledge Base Comprehensive self-serve documentation, FAQs, and guides.		Extensive knowledge base and help documentation available.
User Training Webinars Regularly-held training for platform end-users.		Live user training webinars and on-demand sessions available.
In-app Guidance Contextual help and walkthroughs within the application interface.		In-app guidance and contextual tips embedded throughout UI.
Support Response SLA Published service level agreement for support response time.		No information available
Community Forums Access to a user community for sharing tips and best practices.		Community forums and user groups are available.

Lead Capture Forms Customizable web forms to capture lead information directly into the system.		HubSpot prominently offers customizable lead capture forms as part of its marketing automation suite.
Lead Scoring Assigns scores to leads based on engagement or quality criteria.		Lead scoring is included and specifically referenced for investor qualification in financial services.
Lead Segmentation Ability to group leads for targeted communications based on attributes and behaviors.		HubSpot Marketing Hub supports lead segmentation based on a variety of lead attributes.
Automated Lead Assignment Automatically routes leads to appropriate sales or advisory staff.		Automated lead assignment/routing is supported through automation workflows.
Duplicate Detection Identifies and manages duplicate lead entries.		Duplicate detection is a standard CRM and lead management feature in HubSpot Marketing Hub.
Lead Enrichment Automatically adds supplemental data to lead profiles (e.g., financial background, demographics).		Lead enrichment is available through HubSpot’s integrations and enrichment tools.
Import/Export Leads Bulk import and export of lead data in various formats (CSV, Excel, etc).		Bulk import/export of leads is a core feature.
Number of Leads Supported Maximum volume of leads the system can manage.		No information available
Real-Time Lead Notifications Instant alerts when new leads are captured.		Real-time lead notifications through workflow automations and email notifications.
Lead Source Tracking Tracks where and how a lead originated.		HubSpot tracks lead sources (e.g., forms, ads, organic search, etc.).
Custom Lead Fields Ability to define custom data fields for unique attributes.		Users can define custom fields for leads and contacts.

Multi-Channel Campaigns Support for email, SMS, social media, and other channels.		Supports email, SMS, and social media campaign management (multi-channel campaigns).
Personalization/Tokenization Dynamic insertion of personal or firm-specific info into campaign content.		Dynamic tokenization/personalization for emails and campaigns.
Template Library Ready-made templates for common campaign types.		Comes with a template library for various campaigns and emails.
A/B Testing Ability to test multiple variations of campaign elements.		A/B testing is natively supported for email campaigns and landing pages.
Campaign Scheduling Plan and schedule in advance when campaigns are delivered.		Supports campaign scheduling in advance.
Drip Campaign Automation Automated delivery of campaign sequences based on time or user actions.		Drip/nurture campaign automation is a major use case.
Event-Based Triggers Launch or alter campaigns based on client behaviors (e.g., website visit).		Event-based triggers (site visit, email opened) are available for automations.
Contact List Management Organize and maintain campaign recipient lists.		Contact list management is fundamental to all campaign modules.
Campaign Performance Analytics Detailed reporting on campaign results and engagement.		Performance analytics for campaigns (opens, clicks, conversions) is a standard feature.
Unsubscribe/List Hygiene Tools Managing opt-outs and keeping the email list current.		Unsubscribe/list hygiene tools are automatically applied on email campaigns.
Number of Concurrent Campaigns Maximum campaigns that can run simultaneously.		No information available
Approval Workflows Campaign content and flow requires approval from designated team members or compliance.		Approval workflows are available for larger/multi-user teams in higher-tier packages.

Rich Email Editor Drag-and-drop or WYSIWYG editor for email creation.		WYSIWYG rich email editor is a central feature.
Responsive Email Design Templates and previews optimized for mobile and desktop.		Responsive email design is supported with preview tools.
Deliverability Tools Built-in checks to maximize inbox placement and sender reputation.		Tools to maximize email deliverability included.
Bounce Management Automatic handling of hard/soft bounces and removal from future sends.		Bounce management for emails provided.
Open/Click Tracking Monitor who opens or clicks emails.		Open and click tracking is central to campaign analytics.
Email Throttling Controls volume/rate of outbound emails to avoid spam filters.		Email throttling/rate control supported to optimize deliverability.
SPF/DKIM/DMARC Authentication Supports modern email authentication standards.		SPF/DKIM/DMARC authentication are supported and recommended for all senders.
Dynamic Content Blocks Conditional display of email sections based on user data.		Dynamic content blocks for emails are supported on Professional and Enterprise tiers.
Send Time Optimization Automatic selection of optimal send times for highest engagement.		No information available
Email Previews Preview how email appears across devices and clients.		Preview emails across devices and clients.

Workflow Builder Visual design tool to create and modify automations and sequences.		Visual workflow builder is included for automations.
Conditional Logic Branch automations based on user actions, profile data, or events.		Conditional logic (branching) is included in automated workflows.
Task Assignment Automatically assigns follow-ups or next actions to team members.		Task assignment and reminders can be automated for team members.
Internal Notifications Triggers for staff via email, SMS, or in-app alerts.		Internal notifications via email, in-app, or Slack are available.
External Triggers Initiate automations based on events in other apps (via integration).		External triggers supported via integrations (Zapier, webhooks).
Delay and Wait Steps Ability to specify time delays or wait for completion before advancing.		Delay timers and wait steps can be configured in workflows.
Re-usable Workflow Templates Pre-built automation flows for common use cases (e.g., onboarding).		Reusable workflow templates are offered for common automation sequences.
Error Handling Options to manage failures in automations (e.g., fallback steps).		No information available
Workflow Reporting Analytics to monitor and optimize automation effectiveness.		Workflow performance reporting and analytics included.

Custom Registration Forms Design bespoke forms for capturing attendee information.		Custom registration forms are available for lead capture, though not specialized for event registration.
Group Registration Allow multiple attendees to register in one transaction.		Not as far as we are aware.* Group registration for events is not natively supported.
Automated Confirmation Emails Send instant confirmation upon registration.		Automated confirmation emails are supported following form submissions.
Ticket Tiers & Packages Enable various ticket types (VIP, Early Bird, etc).		Not as far as we are aware.* Ticket tiers/packages management is not a HubSpot built-in feature—this is handled by event-specific tools.
Discount Codes & Promotions Offer promotional codes for specific audiences.		Discount codes and promotions for forms/offers are supported.
Secure Payment Processing PCI-compliant payment gateways for ticket sales.		Not as far as we are aware.* Secure payment processing is not native; requires integration with payment platforms.
Invoice Management Send, track, and manage invoices for payments.		HubSpot can manage invoicing for marketing purposes, and integrates with invoicing tools, but is not a payment system.
Mobile Ticket Delivery Tickets or QR codes sent via mobile devices.		No information available
Late/On-site Registration Support Register new attendees during the event.		No information available
Registration Capacity Maximum number of registrations system can handle per event.		No information available

Integrated Webinar/Streaming Native video features or integration with top webinar providers.		HubSpot natively integrates with several webinar and streaming tools for event delivery.
Breakout Room Support Organize smaller groups for workshops or roundtables.		No information available
Live Polling Real-time polls during sessions for audience interaction.		No information available
Q&A Module Audiences can ask questions during virtual sessions.		No information available
Networking Matchmaking Automated introductions or meeting slots for attendees with shared interests.		No information available
Chat Functionality Text chat for attendees and organizers.		No information available
Virtual Booths/Exhibitor Areas Sponsor or exhibitor spaces for demos and resources.		No information available
On-demand Session Access Replay recorded sessions post-event.		No information available
Audience Size for Virtual Events Maximum concurrent virtual attendees supported.		No information available
Translation/Captioning Support Live translation or closed captioning for accessibility.		No information available

Mobile App Support Offer branded or white-label mobile applications.		A dedicated mobile app for HubSpot, including lead and campaign management, is available.
Mobile Registration Attendees can register via phones or tablets.		HubSpot mobile app supports access to landing pages and forms; registration can be handled via mobile.
Push Notifications Send alerts, reminders, and updates directly to attendees’ devices.		Push notifications are supported through the HubSpot mobile app.
In-app Networking Private or group chat, scheduling, and virtual business card exchange.		No information available
Event Agenda Access View live schedules, session details, and changes via app.		Live event agendas are not supported, but campaign and landing page data can be accessed via the app.
Mobile Surveys & Polls Collect immediate feedback through mobile interfaces.		No information available
QR Code Check-in Scan codes for event entry using mobile devices.		No information available
Session Bookmarking Mark and save sessions of interest for a personalized experience.		No information available
Mobile Payment Support Mobile-friendly payment and ticketing process.		Mobile-optimized payment forms can be implemented via integrations.
App Download Size The typical size of the mobile app needed for attendee use.		No information available

Transparent Pricing Clear, upfront information on feature-based or usage-based pricing.		Transparent pricing and feature breakdowns are available on hubspot.com.
Free Trial Availability Option to test the product before committing.		Free trial of the Marketing Hub is offered.
Volume-based Discounts Pricing discounts available for large organizations or event volumes.		Volume-based discounts are available for enterprise-scale deals.
Multi-user Licensing Ability to assign multiple roles/seats per account.		Multi-user (seat-based) licensing is standard in all but the lowest tiers.
Concurrent Event Capacity Total number of events that can be simultaneously managed.		No information available
System Uptime Guarantee SLA guarantee of minimum system reliability and uptime.		No information available
Accessibility Compliance Adherence to accessibility standards (e.g., WCAG, ADA).		Accessibility standards (WCAG, ADA) complied with for forms and main portal.
Data Center Locations Geographies where user data is stored (can impact privacy compliance).		No information available
Cross-device Support Native support for desktops, tablets, and smartphones.		HubSpot is web-based and supports desktop, tablet, and mobile.
No Vendor Lock-in Easy export of all client/event data for migration.		Data export for migration is fully supported.

CRM Integration Native or API connections to customer relationship management platforms.		Full CRM integration is native to HubSpot.
Calendar Integration Integration with calendaring tools such as Outlook or Google Calendar.		Calendar integration (Google, Outlook) supported.
Custodian/Portfolio Platform Integration Direct connection to financial data or portfolio management systems.		No information available
Contact Synchronization Two-way sync with contact books or directories.		Contact two-way sync with Google Contacts and other integrations included.
API Availability Public or partner APIs to support customization and other integrations.		Comprehensive public APIs available for integrations and customization.
Webhooks Real-time event-driven integrations with external systems.		Webhooks available in Professional and Enterprise tiers.
Zapier/Connector Support Works with integration platforms for non-technical automation.		Zapier and other connector platforms are supported.
Number of Supported Integrations Quantity of third-party tools with available native integrations.		No information available

FINRA/SEC/GDPR Compliance Tools Support for major financial and privacy regulations (logging, archiving, disclosures).		FINRA/SEC/GDPR compliance tools are referenced and workflow approvals are configurable.
Role-Based Access Controls Granular controls for user access to features and data.		Role-based access controls are standard for users/admins.
Audit Trail Comprehensive log of all changes and user actions.		Audit trails exist for user/action logging, especially in higher tiers.
Data Encryption Encryption in transit and at rest for all sensitive data.		Data encryption at rest and in transit described in HubSpot’s security documentation.
User Authentication Multi-factor authentication and secure login options.		Multi-factor authentication supported for user login.
Data Retention Policies Controls over how long data is stored or archived.		Data retention/archiving policies are documented and can be configured by admins.
Secure Data Export Options for encrypted download of client or marketing data.		Secure export provided for marketing and client data.
Consent Management Tools to track and manage user marketing preferences and consent.		Consent management for GDPR and marketing is built into subscription management functionality.
Anonymization/Pseudonymization Tools Ability to depersonalize data when required for compliance.		No information available

Customizable Dashboards User-defined dashboards for quick overview of KPIs.		Customizable dashboards for campaign performance and KPIs are core to HubSpot.
Real-Time Analytics Live reporting on activities, leads, and campaigns.		Real-time analytics dashboards provided.
Attribution Reporting Tracks which touchpoints drive conversions.		Attribution reporting by channel/campaign is supported.
Funnel Analysis Visualizes where leads drop off and progress through stages.		Funnel analysis is shown on Marketing dashboard views.
ROI Calculation Shows financial return for each campaign and channel.		ROI calculation available for paid campaigns.
Scheduled Report Delivery Automated distribution of reports to stakeholders.		Scheduled report delivery is available via email to team members.
Exportable Reports Downloadable in common formats (PDF, CSV, XLS).		Exportable reports in common formats are supported.
Custom Report Builder Flexible creator for ad hoc or bespoke reports.		Ad hoc/custom report builder for campaigns and contacts available.
Number of Standard Reports Quantity of built-in, ready-to-use reports.		No information available

Interaction History Chronological log of all communications and meetings.		Interaction history for each contact is maintained with communication logs.
Website Activity Tracking Tracks prospect/client visits and behaviors on firm sites.		Website activity tracking (visits, pages, CTAs) is core to platform analytics.
Event Attendance Tracking Monitors registration and participation in webinars, seminars, etc.		Event attendance tracking available when using HubSpot's event/webinar tools.
Survey/Feedback Tools Collects client satisfaction or NPS scores.		Survey/feedback collection via forms or integrations.
Document Engagement Analytics Tracks when client-facing documents are opened or read.		No information available
Communication Frequency Analytics Monitors how often clients are contacted.		Tracks communication frequency via reporting tools.
Time to Initial Response Average response time from lead inquiry to first contact.		No information available

Content Library Central repository for marketing collateral, templates, disclosures, etc.		Content library for templates, assets, and documents included.
Version Control Tracks changes and access to documents over time.		No information available
Approval Workflows Content must be reviewed/approved before use.		Approval workflows on marketing content (Professional and above).
Search and Tagging Quickly locate and filter content by tags, categories, keywords.		Search and tagging for content and assets is supported.
Personalized Content Distribution Delivers specific content to target segments or individuals.		Personalized content distribution through lists/segments and dynamic content.
Integration with Client Portals Ability to publish or share content directly to portals.		No information available
Content Expiry/Retention Settings Automatic management and archiving of outdated content.		Certain content expiration/retention automations can be configured.

Mobile App Availability Is there a native mobile application for advisers and/or clients?		Native iOS and Android mobile apps are available.
Browser Compatibility Works on all major browsers without loss of functionality.		Browser compatibility (Chrome, Safari, Edge, Firefox) is maintained.
Customizable User Interface Users can adapt layout, dashboards, and key settings.		Certain UI elements, dashboards, and home screens can be customized per user.
Accessibility Compliance Supports standards for screen readers and accessible navigation.		No information available
Multi-Language Support User interface and communications available in various languages.		Multi-language support available in interface and for campaign deployment.
User Training Resources Guides, videos, or embedded help for staff onboarding.		Extensive online training resources, knowledge base, and Academy.
System Uptime Average percentage of time system is available during a year.		No information available

Concurrent User Capacity Maximum number of users that can be active at the same time.		No information available
Bulk Data Handling Support for large lists, imports, and batch campaign actions.		Bulk handling of contacts, uploads/exports, and batch email sends supported.
Cloud Hosting Is the platform hosted in a scalable cloud environment?		Platform hosted on scalable AWS (cloud).
Performance SLAs Documented guarantees on speed and reliability.		No information available
Auto-Scaling Infrastructure System can dynamically expand resources based on usage.		Auto-scaling infrastructure on cloud for performance as usage increases.
Data Storage Limit Maximum size of data that can be stored.		No information available
API Call Rate Limit Maximum API calls supported per second/minute.		No information available

Event Scheduling Ability to create, edit, and manage event dates, times, and recurring events.		Not as far as we are aware.* HubSpot Marketing Hub does not natively support creating and managing events (dates, times, recurring events) as a core feature—this generally requires integrations with webinar/videoconference/event platforms.
Multi-format Event Support Support for in-person, virtual, and hybrid events.		Not as far as we are aware.* HubSpot does not support direct management of in-person, virtual, or hybrid events within its core functionality. Users require integrations with event platforms for this.
Agenda/Session Management Build detailed event agendas and manage concurrent sessions or tracks.		Not as far as we are aware.* Agenda and session management for events is not a core feature of HubSpot Marketing Hub.
Speaker Management Tools specifically for inviting, scheduling, and communicating with speakers.		Not as far as we are aware.* Speaker management for events is not provided by HubSpot Marketing Hub as a native feature.
Event Capacity Maximum number of attendees an event can support within the system.		No information available
Check-in/Check-out Functionality Attendee registration, on-site check-in, and attendance tracking tools.		No information available
Waitlist Management Enables a waitlist when events reach capacity and auto-enroll as spots become available.		No information available
Event Duplication/Template Clone or template past events to simplify future planning.		No information available
Venue Management Manage venue details, room assignments, and logistics.		No information available
Event Cancellation & Refund Simple tools to cancel events, notify registrants, and process refunds if applicable.		No information available

Email Campaign Integration Create, schedule, and send custom email invitations and reminders.		Email campaign creation, scheduling, and reminders are core in HubSpot Marketing Hub.
Personalized Event Invites Send personalized invitations based on attendee segmentation.		HubSpot supports personalized event invites through list segmentation and personalization tokens.
Landing Page Builder Customizable event registration or information web pages.		HubSpot offers customizable landing page builders as a primary feature.
Branded Materials Support Enable custom branding for invites, sites, and event collateral.		HubSpot supports branded emails, landing pages, and collateral.
Social Media Integration Promote events across social networks and track engagement.		Social media integration is supported for promoting events and tracking engagement.
Referral & Incentive Tracking Measure registrations or leads generated via partner or referral links.		HubSpot Marketing Hub provides referral/incentive tracking via UTM parameters and campaign analytics.
A/B Testing Test alternative email content or landing pages to optimize marketing results.		HubSpot supports A/B testing for emails and landing pages.
Lead Source Attribution Track where leads come from (e.g., social, email, direct).		HubSpot provides attribution reporting on leads, tracking source channels.
Marketing Automation Integration Integrate with tools like HubSpot, Salesforce, or Marketo for workflows.		HubSpot integrates with major marketing automation tools such as Salesforce.
Event Promotion Analytics Analytics on campaign effectiveness and registration conversions.		Event/campaign analytics on email opens, click rates, and conversions are a core HubSpot feature.

CRM Synchronization Automatically sync event data with existing CRM systems.		CRM synchronization is a core capability of HubSpot.
Client Segmentation Segment invitees/attendees based on CRM data (AUM, client tier, etc).		Client segmentation by any CRM field, including financial qualification, is supported.
Event Attendance to CRM Push attendee engagement and participation data back to CRM records.		Event attendance data (from webinars hosted with integrations) can be pushed into HubSpot CRM fields or custom objects.
Custom Field Mapping Map custom data fields between event platform and CRM.		Custom field mapping between integrations and CRM is supported.
Lead Scoring Assign lead scores based on event interactions.		Lead scoring based on any recorded interaction (including event engagement) is a native HubSpot feature.
Relationship Tracking Monitor how events impact client/prospect status.		Relationship tracking (status, lifecycle, etc.) is core to CRM workflows in HubSpot.
Wealth Data Enrichment Integrate with data feeds for AUM, net worth, etc.		Not as far as we are aware.* No direct financial data enrichment for AUM/net worth in the base Marketing Hub, unless externally integrated.
Automated Workflow Triggers Trigger CRM workflows based on event activity.		Workflows can be triggered by form submissions, event attendance (via integrations), and more.
Duplicate Contact Handling Detect and manage duplicate contacts between systems.		HubSpot offers duplicate contact management in CRM.
Contact Volume Supported Maximum number of CRM contacts platform can support.		No information available

HubSpot Marketing Hub from HubSpot

Product analysis by function

Marketing Automation Platforms for Distribution & Sales

Campaign Management (10 Yes /10 Known /12 Possible features)

Lead Management & Nurturing (10 Yes /10 Known /11 Possible features)

Analytics & Reporting (10 Yes /10 Known /11 Possible features)

Integration & Connectivity (9 Yes /9 Known /10 Possible features)

User Management & Collaboration (6 Yes /6 Known /7 Possible features)

Personalization & Dynamic Content (5 Yes /5 Known /6 Possible features)

Regulatory Compliance & Security (8 Yes /8 Known /8 Possible features)

Journey Orchestration & Automation (4 Yes /4 Known /6 Possible features)

Content Management (8 Yes /8 Known /9 Possible features)

Data Quality & Management (8 Yes /8 Known /9 Possible features)

Support & Training (7 Yes /7 Known /8 Possible features)

Marketing Automation Systems for Business Development and Marketing

Lead Management (10 Yes /10 Known /11 Possible features)

Campaign Management (11 Yes /11 Known /12 Possible features)

Email Marketing (9 Yes /9 Known /10 Possible features)

Workflow & Automation (8 Yes /8 Known /9 Possible features)

Integration Capabilities (6 Yes /6 Known /8 Possible features)

Compliance & Security (8 Yes /8 Known /9 Possible features)

Analytics & Reporting (8 Yes /8 Known /9 Possible features)

Client Engagement Tracking (5 Yes /5 Known /7 Possible features)

Content Management (5 Yes /5 Known /7 Possible features)

User Experience & Accessibility (5 Yes /5 Known /7 Possible features)

Scalability & Performance (3 Yes /3 Known /7 Possible features)