Workflows that work as hard as you do

Purpose built for financial advisors and client service teams. We built Hubly to let you scale a repeatable client experience while never missing a single task.

Introducing Hubly Workflows Built For Financial Advisors

Purpose built for the modern financial advisor

Financial planning and advice is changing rapidly and you need better tools to scale a high-touch client experience.

Let your CRM data work for you

Hubly works with Zapier and leading advisor CRMs to ensure that client data flows freely, securely, and is always up-to-date.

See what advisors have to say

We are building a community of financial advisors that are working everyday to scale the best client experience.

We do the heavy lifting

We do not believe in being just another software product in a large technology stack. This is why our 4-step onboarding process is designed with a hands-on approach to ensure a smooth transition that aligns with your needs. Hubly is your partner in delivering the next generation of financial advice.

Our awesome features
1
Define Success

If you are successful, we are successful. That's why our onboarding process begins with understanding your current challenges, your upcoming objectives, and (most importantly) defining what success looks like for your team.

Our awesome features
2
Discovery

We gather documentation around your existing workflows and processes for the services you offer. Together we then conduct a deep-dive to learn and gain a meaningful understanding of your services, operations, and the client experience that you're trying to scale.

Our awesome features
3
Hub Assembly

We assemble our learnings, identify opportunities, and tailor a build-out of your workflows and processes in Hubly, always working to ensure alignment with your business goals. Our team delivers a fully tailored workflow hub that is 80% of the way there, allowing us to work with you to add your personal touch as we train your team on the Hubly platform.

Our awesome features
4
Implementation and Training

Our training process is customized to your needs and designed to set you and your team up for long-term success at scale. Once the Hub is built out, your team will receive weekly training on how to use and effectively collaborate on Hubly.

Interested in learning more?

Schedule a free 30-minute strategy call with us to determine if Hubly is a right fit for you.

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.