Hubly workflow technology on a laptop with bubbles around

What's slipping through the cracks?

Hubly allows financial advisors and their teams to deliver a high-touch, stress-free customer experience at scale.

Hubly workflow technology on a laptop with bubbles around
Hubly process management software on a computer

What's slipping through the cracks?

Hubly automates the behind-the-scenes work that allows financial advisors to deliver on their promises. Watch our demo to learn more!

Hubly process management software on a computer

Use Hubly to save hours on your key processes

Financial Planner happy at desk

New client onboarding

Deliver a consistent onboarding experience across your entire firm and onboard multiple clients simultaneously while ensuring nothing is missed.

Woman happy at work with laptop open

Client review meetings

View a single source of truth to track clients and receive automated reminders when you need schedule a client meeting or follow-up on an action item.

Husband and wife meeting with investment advisor in office to see stock growth

Money movement & account opening

Create a speedy account opening process that is standardized with your custodian so you can service more clients and prevent NIGOs.

Employee training & onboarding

Plug new employees directly into your firm's processes so that they can get up and running quickly and efficiently with minimal hand holding.

Use Hubly to save hours on your key processes

Financial Planner happy at desk

New client onboarding

Deliver a consistent onboarding experience across your entire firm and onboard multiple clients simultaneously while ensuring nothing is missed.

Woman happy at work with laptop open

Client review meetings

View a single source of truth to track clients and receive automated reminders when you need schedule a client meeting or follow-up on an action item.

Husband and wife meeting with investment advisor in office to see stock growth

Money movement & account opening

Create a speedy account opening processes that is standardized with your custodian so you can service more clients and prevent NIGOs.

Employee Onboarding

Plug new employees directly into your firm's processes so that they can get up and running quickly and efficiently with minimal hand holding.

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Hubly customer headshot

Using Hubly will allow me to service at least 20% more households than I could otherwise support.

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 CFP®
Shotwell Rutter Baer
Chart showing an increase in clients

Deliver a consistent client experience at scale

Track client progress from a single hub while providing a repeatable and customizable client experience at scale.

Laptop open with Hubly and team members heads hovering around the computer working together and assigning tasks

Nothing slips through the cracks

Gain visibility of activity across your financial advisory firm and get automated reminders for next tasks so that nothing slips through the cracks.

Task reminder to follow-up
Computer with clock showing saving time
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#Quarterly Check-in
Direct Bill
#BiAnnual Check-in
#High Net Worth

Maximize efficiency

Free yourself from tedious admin work and get the most productivity out of your work day — so you can focus on your clients.