Updates

News and updates about Hubly, a practice management software that brings greater efficiencies, workflows, tracking, and team collaboration into a digital workspace for financial advisory firms.

Docupace Accelerates Market Leadership with Strategic Acquisition of Hubly

Acquisition Strengthens and Expands Company’s Software Solutions that Solve Workflow and Collaboration Challenges Across Wealth Management Firms

XY Planning Network and Hubly Evolve Partnership for Enhanced Value

Press release announcing Hubly and XY Planning Networks extended 3-year partnership agreement, embodying their sustained dedication to the success of financial advisory firms

Hubly Unveils Partner Workflows, Creating a Platform Featuring the Best Workflows in the RIA Industry

Designed to help TAMPs, custodians, broker-dealers, networks, fintech partners and others share best practices with the growing community of Hubly users.

A Look Back on a Year of Growth, Celebrations and Lessons

Thank you for allowing us to grow along with you, and trusting us to help you deliver an exceptional experience to your clients.

New Chief Growth Officer and $1.45M Funding Top-up Has Us Excited for 2023

Big things are happening at Hubly! We're closing out a year of incredible growth with two major announcements: additional funding, and a new CGO!

Hubly Releases Intelligent Automatic Task Assignment

Hubly’s announces a huge new product feature that drastically improves the flow of work within financial advisory teams.

Future Proof Announces Hubly as FintechX Finalist to Demo Cutting Edge Technology

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.

Start-up Hubly Already Named Finalist in Wealth Management Industry Awards 2022

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.

XY Planning Network and Hubly Announce a Partnership to Help Advisors Scale Their Fee-for-Service Firms

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

A Look Back at Hubly's Statistics from 2021

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.

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