Hubly revolutionizes practice management for financial advisory firms by bringing efficient processes, easy client tracking, and team collaboration into a single visual workspace.
Using Hubly will allow me to service at least 20% more households than I could otherwise support. The time required to get things setup and running smoothly was likely paid off with improved efficiency within weeks.
"Without Hubly we would be stepping on each other's toes. Hubly makes it easy to clearly determine who was responsible for what so that we no longer ask each other about the status of this and that."
"Right off the bat, our team found that our meeting prep work and follow-up work became more consistent. Hubly’s adaptability allows us to create a system that provides that consistency while still being flexible enough to accommodate each client’s unique needs."
Easily provide an exceptional client experience with a visual dashboard to manage best-practice workflows, repeatable processes, important tasks, and individual client relationships.
Build dashboards to capture what is happening across your firm to visually see what is being worked on and what to prioritize each day.
There are only so many relationships that you can juggle in your head. Hubly's client card gives you a single source of truth for each client.
Easily view your team's priorities and spot what needs your attention each day without getting lost in the noise.
Starting with Hubly is easy with over 60 best-practice workflow templates purpose-built for advisory firms.
Provide a proactive and consistent service to every client without sacrificing quality, tracking relationships in your heads, or losing sleep stressing about what's falling through the cracks.
Increase your onboarding capacity and serve more clients without sacrificing the client experience. Enjoy streamlined processes and client progress tracking that syncs instantly with your CRM.
Streamline back-office operations and manage client service requests and case management across your firm while ensuring professionalism and quality.
Create a system that provides consistency while still being flexible enough to accommodate each client's unique needs to provide a truly personalized service.
Categorize clients based on their service needs to quickly get up to speed on each client, conduct bulk actions, and stop running time consuming reports in your CRM.
"Our workflows are more efficient because of Hubly, and dare I say fun!"
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