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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.

Hubly workflow technology on a laptop with bubbles around
Hubly customer headshot

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.

Hubly customer headshot

"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."

Hubly customer headshot

"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.

Chart showing an increase in clients

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.

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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.

Hubly on a laptop with team members hovering around the computer with assigned tasks
Hubly open on a desktop with clients being added into it
Asset ManagementAUMSubscription
#Quarterly Check-in
Direct Bill
#BiAnnual Check-in
#High Net Worth

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.

Asset ManagementMedicareQCDIRAHSAAnnuity
#CPA
RMD's
#Attorney
#Mail Statement
#Beneficaries
#529
Asset ManagementMedicareQCDIRAHSAAnnuity
#CPA
RMD's
#Attorney
#MailStatement
#Beneficaries
#529
Asset ManagementMedicareQCDAnnuity
#CPA
RMD's
#Attorney
#Beneficaries
#529

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.

Financial Advisory process categories in a dropdown menu

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.

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.

Hubly hub feed showing overdue tasks, due tasks and upcoming tasks.  Overdue task is marked complete

Building workflows shouldn't be rocket science

Never build a workflow from scratch again with 60+ workflow templates built for financial advisory firms.

Ready to discover a
better way to work?

Schedule a call with a Hubly expert today
"Our workflows are more efficient because of Hubly, and dare I say fun!"
-Vincent R. Barbera, Newbridge Wealth Management