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.
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.
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.
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.
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.
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.