Workflows that work as hard as you do.

Hubly is an intuitive workflow tool purpose-built for Financial Advisors and their teams to ensure that nothing falls through the cracks.

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Introducing Hubly Workflows Built For Financial Advisors

Let Your CRM Data Work For You

Hubly works closely with Zapier and advisor CRMs, such as Redtail and Wealthbox, to ensure that your client data flows freely and securely, and is always up-to-date. With seamless integration, you won't need to spend time rekeying important client information.

The Challenges of Financial Advising

Let’s face it, Financial planning is a complex process and you need better tools in order to scale a high-touch client experience. Hubly understands the challenges you face which is why our workflow technology has been purposely designed to help you take back control of your day. Hubly streamlines how you collaborate with your team, tracks progress on important tasks, and manages service workflows and onboarding processes for clients.

Things Falling Through the Cracks

You need to deliver multiple ongoing services to your clients but find it impossible to keep track of everything using post-it notes, to-do lists, and workbooks. You want one place to track every client’s progress, team members' tasks, and record all processes to ensure nothing gets missed.

Not Enough Time to Grow Your Business

You want to grow your business but you find yourself spending a large amount of your workday on tedious administrative tasks. You want to free up time with streamlined processes and smart automations to focus on the important tasks that help grow your business.

Losing Sleep at Night Worrying About Work

You find yourself up at night anxiously thinking about which tasks you forgot to do, mistakes that were made, and what needs to be done tomorrow. You wish you could start your day with peace of mind and a clear understanding of exactly what needs to be done.

Less Stress, More Peace of Mind

Financial Planning is a dynamic process, personalized to each client's unique needs. We make it easy to build workflows that help you be pro-active but can still be customized based on the specific needs and circumstances of every client.

Client Status Dashboards

Build dashboards that help you stay organized and see what's important to you at-a-glance.

Dynamic Workflows

Document existing processes, stay on top of client tasks, and plan future reviews with flexible workflows and task-lists.

Smart Service Calendars

Plan reviews and know what's coming up for every client to create long-term value and drive retention.

Team Collaboration

See your team in action with real-time workflows that make collaborating on your client experience a breeze.

Simple Reminders

Sleep better at night with task reminders that are easy to schedule and snooze, helping you stay on top of it all.

Built For Households

Manage households and track action items for individual members to ensure that the entire family is well served.

What Advisors Say

Hubly's intuitive workflow technology is helping Financial Advisors across the country provide a more proactive service to their clients and ensuring that they never drop the ball again. We're building a community of financial advisors that are working to scale the best client experience every single day.

Hubly Advisor Community

We are on our way to building one of the fastest-growing communities of forward-thinking advisors in the industry. Join the movement and discover a better way to work.

300+

Happy Customers

Advisors and Support Teams who have trusted Hubly with their workflow challenges and goals.

120,000+

End Clients

FInancial plans that have been serviced by Happy Advisors as a result of Hubly workflows.

42,000+

Workflows Managed

Intuitive workflows that help establish best practices for our Hubly Advisor Community.

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