A guide to taking the first steps towards creating operational excellence within your financial advisory firm.

Operational excellence is crucial for your wealth management firm's success and imperative to scale. Learn the benefits that operational excellence can have on your firm and why you can't afford to avoid it.

There is a new focus in advisor technology to drive business process automation, digitally transform the client experience, and keep back office workers happy and productive.

Sonya served in a medical office where she gained a lot of experience in client service. Now, she is a superstar administrative tax assistant and office manager who uses her prowess to bring her joy in her every day work with the clients at her firm.

Hubly analyzed 60,000+ workflows managed by 100+ RIA firms and discovered that the majority of tasks and workflows are completed by back office employees.

Becki is a superhero as a caring mother of four, a dedicated homeschool teacher, and a phenomenal and productive Administrative Assistant. According to monthly tasks completed in Hubly, Becki is one of the top 10 back office workers in Hubly.

Alison Miller was a Pre Dental Student when she realized she was more passionate about personal finance. She now works as a Client Service Associate and is working towards becoming a Certified Financial Planner™. 

Melanie has only worked in financial services for less than a year and is already a top back office worker according to the work she's completed in Hubly. She has picked up Hubly quicker than you can drink your coffee in the morning and in less than a year is already a super-user!

Bad workflows can do more harm than good. These three simple steps will fix your workflows so you can run your business effectively.

Read Bob Veres' Inside Information article about how Hubly's practice management software adds workflow creation and automation to your CRM as well as additional office management features.

The demand for knowledge-based work isn’t going away, but to truly enable those who provide it to take full advantage of their time, it’s necessary for them to utilize software and its time-saving automations.

Have you ever wondered why clients leave their financial advisors? What if your actions are preventing you from retaining clients? Learn how you may be losing your client's trust and how to fix it.

This International Women's Day, we are excited to share our findings about women in the financial services industry based on our experience of working with hundreds of different advisory firms.

If you want to be an advisor with loyal clients and an endless stream of referrals, you have to stand out. So, what makes a good financial advisor reach “super advisor” territory? Here are five traits that can help separate you from the rest.

Hubly was chosen as one of the top ten fintech companies to be featured at the inaugural FintechX to demo to showcase how our technology allows users to become future-proof.

New entrant to the Wealth Management Industry, Hubly, announced as finalist in the Workflow Automation – Business Support Systems category for the Wealth Management Industry Awards.

Press release announcing new partnership between XY Planning Network and Hubly to help advisors to scale their fee-for-Service firms

As Hubly's first full year since launching our product, we wanted to reflect on some of our statistics, findings, and moments from the past year.