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.

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

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.

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.

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!