What's slipping through the cracks?
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.
Jake Milder
Oak Street Financial
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"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."
Anita Ritter
Anita Ritter Financial
"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."
David Shotwell
Shotwell Rutter Baer
36,000
Clients receiving a better and more consistent service from their financial advisors because of Hubly. Are your clients?
We're here for you, so you can be there for your clients
Experience a stress-free workday with Hubly to manage your processes, team, tasks, and individual client relationships.
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Increase your firm's onboarding capacity
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.
Coordinate efficiently with your team
Streamline back-office operations and manage client service requests and case management across your firm while ensuring professionalism and quality.
Provide a consistent client experience
Create a system that provides consistency while still being flexible enough to accommodate each client's unique needs to provide a truly personalized service.
Create clarity through categorization
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.
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Reimagine Practice Management
Provide a consistent client experience at scale and sleep better at night knowing that nothing is slipping through the cracks.
Gain visibility across your firm
Get a 1,000 foot view of what is happening across your firm, see what is being worked on and track client progress.
Find what you need for a client at a glance
Stop digging for information. Hubly's Client Card provides a detailed overview of each client relationship.
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Start your day with clarity and purpose
Easily view your team's priorities and focus on what needs your attention without getting lost in the noise.
Building workflows shouldn't be rocket science
Never build a workflow from scratch again with 60+ workflow templates built for financial advisory firms.
"Our workflows are more efficient because of Hubly, and dare I say fun!"
-Vincent R. Barbera, Newbridge Wealth Management
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