Hubly | Blog for Wealth Management Firms

This behind-the-scenes look at PreciseFP and Hubly shows how firms are cutting the clutter, reducing errors, and delivering a smoother client experience from day one.

Practice Management

A Better Client Experience Starts Here: Go Further Faster With Hubly + PreciseFP

This behind-the-scenes look at PreciseFP and Hubly shows how firms are cutting the clutter, reducing errors, and delivering a smoother client experience from day one.

This behind-the-scenes look at PreciseFP and Hubly shows how firms are cutting the clutter, reducing errors, and delivering a smoother client experience from day one.

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Recent Blogs

For financial advisors, email marketing is one of the most effective ways to build an audience. It’s low-effort, low-cost, and it connects you directly with potential clients.

Practice Management

Email Marketing for Financial Advisors: What You Need to Know

For financial advisors, email marketing is one of the most effective ways to build an audience. It’s low-effort, low-cost, and it connects you directly with potential clients.

Email Marketing for Financial Advisors: What You Need to Know

Theodore Stavetski

Practice Management

The Six-Step Financial Advisor Marketing Plan

Having a solid marketing plan will get you more clients, grow your brand and scale your business.

The Six-Step Financial Advisor Marketing Plan

Theodore Stavetski

Your clients trust you with some of their most important information. Here's what you need to know about your legal and professional obligations.

Everything Financial Advisors Need To Know About PII

Your clients trust you with some of their most important information. Here's what you need to know about your legal and professional obligations.

Everything Financial Advisors Need To Know About PII

Theodore Stavetski

Are you curious about how artificial intelligence can benefit your practice? Learn how to incorporate ChatGPT into your practice to streamline the client review follow-up process.

Practice Management

How to Streamline Your Client Meeting Process with ChatGPT

Are you curious about how artificial intelligence can benefit your practice? Learn how to incorporate ChatGPT into your practice to streamline the client review follow-up process.

How to Streamline Your Client Meeting Process with ChatGPT

With Hubly being the first — and only — process management software purpose-built for the financial advisory industry, we get asked a lot of questions. Two that come up often are “How is Hubly different from my financial services CRM?” and “What can it do that I can’t already do with Redtail or Wealthbox?”

Ten Ways Hubly Is Different From Your Financial Services CRM

With Hubly being the first — and only — process management software purpose-built for the financial advisory industry, we get asked a lot of questions. Two that come up often are “How is Hubly different from my financial services CRM?” and “What can it do that I can’t already do with Redtail or Wealthbox?”

Ten Ways Hubly Is Different From Your Financial Services CRM

The SEC recently proposed a new set of cybersecurity rules and requirements for advisors and funds. Here’s what you need to know.

New SEC Cybersecurity Rules: What They Mean and How to Prep

The SEC recently proposed a new set of cybersecurity rules and requirements for advisors and funds. Here’s what you need to know.

New SEC Cybersecurity Rules: What They Mean and How to Prep

Theodore Stavetski

Operations

Discover how Hubly and Docupace connect intelligent document management with automated workflows to help advisory firms scale, stay compliant, and serve clients better.

Scaling Smarter: The Competitive Edge of Intelligent Document Management in Wealth Management

Discover how Hubly and Docupace connect intelligent document management with automated workflows to help advisory firms scale, stay compliant, and serve clients better.

Discover how Hubly and Docupace connect intelligent document management with automated workflows to help advisory firms scale, stay compliant, and serve clients better.

Onboarding isn’t paperwork — it’s the first service you deliver. Discover how digital onboarding builds trust and loyalty in wealth management.

The Hidden Power of Onboarding in Wealth Management

Onboarding isn’t paperwork — it’s the first service you deliver. Discover how digital onboarding builds trust and loyalty in wealth management.

Onboarding isn’t paperwork — it’s the first service you deliver. Discover how digital onboarding builds trust and loyalty in wealth management.

Kristin Manning

Get the 2025 playbook for advisory firms: succession, personalization, AI, M&A, and team evolution—why execution is the new competitive edge.

The 2025 Playbook: How Advisory Firms Can Win the Future

Get the 2025 playbook for advisory firms: succession, personalization, AI, M&A, and team evolution—why execution is the new competitive edge.

Get the 2025 playbook for advisory firms: succession, personalization, AI, M&A, and team evolution—why execution is the new competitive edge.

Firms today are looking for more than just digital paperwork. Here is what modern account opening looks like when operations and experience are both done right.

How Smart Workflow Systems Make New Account Opening Easier for Everyone

Firms today are looking for more than just digital paperwork. Here is what modern account opening looks like when operations and experience are both done right.

Firms today are looking for more than just digital paperwork. Here is what modern account opening looks like when operations and experience are both done right.

Why Compliance Readiness Should Be Part of Your Operations Strategy

Transform Your Audit Prep into a Scalable Workflow

Why Compliance Readiness Should Be Part of Your Operations Strategy

Why Compliance Readiness Should Be Part of Your Operations Strategy

These five strategies are designed to help you grow intentionally, improve client satisfaction, and reduce internal friction.

Looking To Grow Your Firm? Try These 5 Strategies

These five strategies are designed to help you grow intentionally, improve client satisfaction, and reduce internal friction.

These five strategies are designed to help you grow intentionally, improve client satisfaction, and reduce internal friction.

Michael Vossler

Technology

We sat down with SEI's Shauna Mace to talk building a next-level advisortech stack

Next-Level Tech: A Conversation with SEI's Shauna Mace

We sat down with SEI's Shauna Mace to talk building a next-level advisortech stack

Next-Level Tech: A Conversation with SEI's Shauna Mace

Client data collection is time-consuming and error-prone. And once data has been collected, getting it into your CRM is a manual process.

How to Improve Data Collection and Sync With Your CRM

Client data collection is time-consuming and error-prone. And once data has been collected, getting it into your CRM is a manual process.

How to Improve Data Collection and Sync With Your CRM

Trying to manage clients and firm activity with spreadsheets, notes, CRM tasks, and calendar reminders is clunky and inefficient. Hubly's powerful workflow management software is the solution that the financial services industry has been waiting for.

How Hubly’s Innovative Workflow Management Software is Built for Financial Advisory Firms

Trying to manage clients and firm activity with spreadsheets, notes, CRM tasks, and calendar reminders is clunky and inefficient. Hubly's powerful workflow management software is the solution that the financial services industry has been waiting for.

How Hubly’s Innovative Workflow Management Software is Built for Financial Advisory Firms

Meghan Rutherford

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.

Easy Workflows, Powerful Task Tracking

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.

Easy Workflows, Powerful Task Tracking

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.

‍Hubly’s Best Time Saving Software Integrations for Financial Advisors‍

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.

‍Hubly’s Best Time Saving Software Integrations for Financial Advisors‍

Practice Management

Modern advisory firms are realizing that a better client experience starts behind the scenes — with organized workflows, accountability across the team and reliable systems that ensure nothing falls through the cracks. Here are five qualities clients value most in a smooth, dependable financial experience.

Practice Management

The Ideal Client Experience? Convenient, Personalized and Digital

Modern advisory firms are realizing that a better client experience starts behind the scenes — with organized workflows, accountability across the team and reliable systems that ensure nothing falls through the cracks. Here are five qualities clients value most in a smooth, dependable financial experience.

The Ideal Client Experience? Convenient, Personalized and Digital

Chris Tranchina

The right intake questions give you more than data. Here are seven questions every advisor should include in a modern onboarding process.

Practice Management

7 Questions You Should Ask in a New Client Intake

The right intake questions give you more than data. Here are seven questions every advisor should include in a modern onboarding process.

7 Questions You Should Ask in a New Client Intake

Michael Vossler

Growth doesn’t happen by accident. For financial advisors, running an efficient, client-focused firm means finding smarter ways to manage your time, your team and your technology. Here are seven practical ways to take your practice to the next level and build a firm that runs with clarity and confidence every day.

Practice Management

7 Ways to Keep Growing as a Financial Advisor

Growth doesn’t happen by accident. For financial advisors, running an efficient, client-focused firm means finding smarter ways to manage your time, your team and your technology. Here are seven practical ways to take your practice to the next level and build a firm that runs with clarity and confidence every day.

7 Ways to Keep Growing as a Financial Advisor

Christina Cavalli

Discover how to avoid the six most common client onboarding pitfalls in financial advising and create a process that builds trust, efficiency, and long-term loyalty.

Practice Management

The 6 Onboarding Pitfalls That Undermine Client Trust

Discover how to avoid the six most common client onboarding pitfalls in financial advising and create a process that builds trust, efficiency, and long-term loyalty.

The 6 Onboarding Pitfalls That Undermine Client Trust

By translating Buffett’s timeless wisdom into daily operations, firms can uncover new levels of clarity, efficiency, and growth.

Practice Management

5 Lessons from Warren Buffett That Can Transform How Your Firm Operates

By translating Buffett’s timeless wisdom into daily operations, firms can uncover new levels of clarity, efficiency, and growth.

5 Lessons from Warren Buffett That Can Transform How Your Firm Operates

Here are three estate planning trends that are changing the way firms must approach both client service and internal operations.

Practice Management

Estate Planning Trends That Demand Better Workflows

Here are three estate planning trends that are changing the way firms must approach both client service and internal operations.

Estate Planning Trends That Demand Better Workflows

Updates

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

Docupace Accelerates Market Leadership with Strategic Acquisition of Hubly

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

XY Planning Network and Hubly Evolve Partnership for Enhanced Value

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

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.

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

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

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.

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

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!

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!

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

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

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.

Hubly Releases Intelligent Automatic Task Assignment

Hubly in the News

November 4, 2025

Wealth Solutions Report

Empower The Back Office Through Empathy And Human-Centered Design

Louis Retief, Hubly Co-Founder and Product Owner, was recently interviewed by Wealth Solutions Report in advance of attending the upcoming Schwab IMPACT event, where he shared his excitement about hearing firsthand from advisors “what’s changing inside their firms and where friction still slows down them and their team.” Throughout this feature, Louis shares how Hubly is helping wealth-management firms streamline operations while keeping people at the heart of innovation.

October 7, 2025

XY Planning Network

On-Demand Event: How to Build Scalable Systems Without Burning Out

If you missed our recent webinar with XYPN, How to Build Scalable Systems Without Burning Out, you can now watch the replay to catch all the insights and strategies shared by our expert speakers — Sara Stanich, CFP®, CPWA®, Founder of Cultivating Wealth, and Louis Retief, Co-Founder of Hubly.

August 18, 2025

Digital Wealth News

FINTECH VIEWS: No Longer in the Back of the Room

Digital Wealth News spoke with Louis Retief, co-founder and product owner of Hubly, on the assumption that back-office employees will soon be a thing of the past.

Make the Back Office the Center of Innovation — Not the Target of Disruption

Discover why the back office should be the hub of innovation in wealth management—empowering operations teams to drive efficiency, client satisfaction, and sustainable growth.

Grow Up Your Business Podcast by Metronomics

Louis Retief, Founder and Product Owner of Hubly, Joins the Metronomics Grow Up Your Business Podcast

Hubly founder, Louis Retief, is featured in the latest episode of the Metronomics Grow Up Your Business Podcast, with Ged Roberts. In the episode titled "A Vulnerable Story in Building Trust for Leadership Teams," Louis shares candid insights about his six-and-a-half-year entrepreneurial journey.

December 29, 2022

Market Outlook 2023

Unlock the Human Side of Financial Advice with the Right Technology

in an ever-evolving market that is increasingly focused on technological solutions, it's critical that firms not lose sight of what matters most in their business – client relationships.

Operations Blogs

Discover how Hubly and Docupace connect intelligent document management with automated workflows to help advisory firms scale, stay compliant, and serve clients better.

Scaling Smarter: The Competitive Edge of Intelligent Document Management in Wealth Management

Discover how Hubly and Docupace connect intelligent document management with automated workflows to help advisory firms scale, stay compliant, and serve clients better.

Discover how Hubly and Docupace connect intelligent document management with automated workflows to help advisory firms scale, stay compliant, and serve clients better.

Onboarding isn’t paperwork — it’s the first service you deliver. Discover how digital onboarding builds trust and loyalty in wealth management.

The Hidden Power of Onboarding in Wealth Management

Onboarding isn’t paperwork — it’s the first service you deliver. Discover how digital onboarding builds trust and loyalty in wealth management.

Onboarding isn’t paperwork — it’s the first service you deliver. Discover how digital onboarding builds trust and loyalty in wealth management.

Kristin Manning

Get the 2025 playbook for advisory firms: succession, personalization, AI, M&A, and team evolution—why execution is the new competitive edge.

The 2025 Playbook: How Advisory Firms Can Win the Future

Get the 2025 playbook for advisory firms: succession, personalization, AI, M&A, and team evolution—why execution is the new competitive edge.

Get the 2025 playbook for advisory firms: succession, personalization, AI, M&A, and team evolution—why execution is the new competitive edge.

Firms today are looking for more than just digital paperwork. Here is what modern account opening looks like when operations and experience are both done right.

How Smart Workflow Systems Make New Account Opening Easier for Everyone

Firms today are looking for more than just digital paperwork. Here is what modern account opening looks like when operations and experience are both done right.

Firms today are looking for more than just digital paperwork. Here is what modern account opening looks like when operations and experience are both done right.

Why Compliance Readiness Should Be Part of Your Operations Strategy

Transform Your Audit Prep into a Scalable Workflow

Why Compliance Readiness Should Be Part of Your Operations Strategy

Why Compliance Readiness Should Be Part of Your Operations Strategy

These five strategies are designed to help you grow intentionally, improve client satisfaction, and reduce internal friction.

Looking To Grow Your Firm? Try These 5 Strategies

These five strategies are designed to help you grow intentionally, improve client satisfaction, and reduce internal friction.

These five strategies are designed to help you grow intentionally, improve client satisfaction, and reduce internal friction.

Michael Vossler

Let’s look at the five most common NIGO mistakes and how to stop them at the source.

Don’t Let NIGO Errors Keep You Up at Night

Let’s look at the five most common NIGO mistakes and how to stop them at the source.

Let’s look at the five most common NIGO mistakes and how to stop them at the source.

Mohammad Musleh

If your team is looking to deliver scalable, high-touch service that sets you apart, here are three ways to lean into what makes your firm human.

Overwhelmed by Robo-Advisors? Focus on Humanness

If your team is looking to deliver scalable, high-touch service that sets you apart, here are three ways to lean into what makes your firm human.

If your team is looking to deliver scalable, high-touch service that sets you apart, here are three ways to lean into what makes your firm human.

This year, we are celebrating the people who power the process with Back Office Hero Day, an annual tradition that recognizes the real MVPs of the wealth management world.

Who is Your Back Office Hero?

This year, we are celebrating the people who power the process with Back Office Hero Day, an annual tradition that recognizes the real MVPs of the wealth management world.

This year, we are celebrating the people who power the process with Back Office Hero Day, an annual tradition that recognizes the real MVPs of the wealth management world.

Kristin Manning

They filled out your form… now what?

Email Best Practices for Advisors

They filled out your form… now what?

They filled out your form… now what?

Ashley Treangen

With more people craving real-time insights and live interaction, webinars have become one of the most effective tools for connecting with an audience.

Webinar Hosting Best Practices

With more people craving real-time insights and live interaction, webinars have become one of the most effective tools for connecting with an audience.

With more people craving real-time insights and live interaction, webinars have become one of the most effective tools for connecting with an audience.

I became self-employed by accident — and spent years avoiding taxes. Here's what advisors can learn from me.

How I Learned to Stop Worrying and Love Doing My Taxes (Well, Maybe Not Love)

I became self-employed by accident — and spent years avoiding taxes. Here's what advisors can learn from me.

I became self-employed by accident — and spent years avoiding taxes. Here's what advisors can learn from me.

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

How to Create Operational Excellence to Help your Advisory Firm Thrive

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

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.

Why to Not Avoid Operational Excellence in Your Wealth Management 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.

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.

Why Scaling Your Firm has More to do with Your Back Office Than You Think

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.

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.

Back Office Hero Sonya Spake

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.

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.

Behind Every Great Advisor is an Even Greater Operations Team, Find Out Why

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.

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.

Back Office Hero Becki Johnson

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.

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™.

Back Office Hero Alison Miller

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™.

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!

Back Office Hero Melanie Minick

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!

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.

3 Steps To Fix Workflows for Financial Advisors

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

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

Workflow Blogs

Building in-house technology might feel strategic, but it’s often a costly distraction. Discover why top advisory firms are choosing to buy proven workflow solutions like Hubly — and how it’s helping them scale faster, serve clients better, and stay focused on growth.

Why Building Tech Is Slowing Advisors Down — and What to Do Instead

Building in-house technology might feel strategic, but it’s often a costly distraction. Discover why top advisory firms are choosing to buy proven workflow solutions like Hubly — and how it’s helping them scale faster, serve clients better, and stay focused on growth.

Why Building Tech Is Slowing Advisors Down — and What to Do Instead

Adopting workflow technology that is flexible, scalable and easy to use is no longer optional. It is a key driver of growth, advisor satisfaction and long term client retention.

Why Smart Workflows Help RIAs Scale Faster

Adopting workflow technology that is flexible, scalable and easy to use is no longer optional. It is a key driver of growth, advisor satisfaction and long term client retention.

Why Smart Workflows Help RIAs Scale Faster

Amanda Gonzales

The question is not whether firms should use technology, but whether they should build it in-house or rely on trusted solutions.

Why Building Your Own Advisory Software Rarely Pays Off

The question is not whether firms should use technology, but whether they should build it in-house or rely on trusted solutions.

Why Building Your Own Advisory Software Rarely Pays Off

Whether you are building your first set of workflows or trying to streamline what you already have, these eight podcasts can help you think more strategically about how your firm runs day to day.

Insights on Demand: 8 Podcasts To Follow

Whether you are building your first set of workflows or trying to streamline what you already have, these eight podcasts can help you think more strategically about how your firm runs day to day.

Insights on Demand: 8 Podcasts To Follow

This guide outlines how to extract value from the data your firm already has, helping you pinpoint inefficiencies, understand client behavior, and implement workflows that scale.

Operational Visibility Starts with Data

This guide outlines how to extract value from the data your firm already has, helping you pinpoint inefficiencies, understand client behavior, and implement workflows that scale.

Operational Visibility Starts with Data

Caitlynn Bowers

Here are six places where your firm may be leaking time and capacity and how automation can help you get it back.

Six Manual Tasks That Are Slowing Down Your Firm’s Growth

Here are six places where your firm may be leaking time and capacity and how automation can help you get it back.

Six Manual Tasks That Are Slowing Down Your Firm’s Growth

Want to avoid some of the admin work around tax prep? Here are a few ChatGPT prompts to get you started.

Six ChatGPT Prompts to Simplify Tax Prep for Financial Advisors

Want to avoid some of the admin work around tax prep? Here are a few ChatGPT prompts to get you started.

Six ChatGPT Prompts to Simplify Tax Prep for Financial Advisors

Your clients trust you with some of their most important information. Here's what you need to know about your legal and professional obligations.

Everything Financial Advisors Need To Know About PII

Your clients trust you with some of their most important information. Here's what you need to know about your legal and professional obligations.

Everything Financial Advisors Need To Know About PII

Theodore Stavetski

With Hubly being the first — and only — process management software purpose-built for the financial advisory industry, we get asked a lot of questions. Two that come up often are “How is Hubly different from my financial services CRM?” and “What can it do that I can’t already do with Redtail or Wealthbox?”

Ten Ways Hubly Is Different From Your Financial Services CRM

With Hubly being the first — and only — process management software purpose-built for the financial advisory industry, we get asked a lot of questions. Two that come up often are “How is Hubly different from my financial services CRM?” and “What can it do that I can’t already do with Redtail or Wealthbox?”

Ten Ways Hubly Is Different From Your Financial Services CRM

The SEC recently proposed a new set of cybersecurity rules and requirements for advisors and funds. Here’s what you need to know.

New SEC Cybersecurity Rules: What They Mean and How to Prep

The SEC recently proposed a new set of cybersecurity rules and requirements for advisors and funds. Here’s what you need to know.

New SEC Cybersecurity Rules: What They Mean and How to Prep

Theodore Stavetski

Fee-based planners have special compliance requirements that most generic billing systems can't meet.

How to Avoid Regulatory Risk Around Fee-Based Billing

Fee-based planners have special compliance requirements that most generic billing systems can't meet.

How to Avoid Regulatory Risk Around Fee-Based Billing

We asked Redtail's VP of Business Development for his thoughts on the current state of the CRM app ecosystem. Here's how he responded.

Five Questions for Redtail’s David Mehlhorn

We asked Redtail's VP of Business Development for his thoughts on the current state of the CRM app ecosystem. Here's how he responded.

Five Questions for Redtail’s David Mehlhorn

We sat down with SEI's Shauna Mace to talk building a next-level advisortech stack

Next-Level Tech: A Conversation with SEI's Shauna Mace

We sat down with SEI's Shauna Mace to talk building a next-level advisortech stack

Next-Level Tech: A Conversation with SEI's Shauna Mace

Client data collection is time-consuming and error-prone. And once data has been collected, getting it into your CRM is a manual process.

How to Improve Data Collection and Sync With Your CRM

Client data collection is time-consuming and error-prone. And once data has been collected, getting it into your CRM is a manual process.

How to Improve Data Collection and Sync With Your CRM

Trying to manage clients and firm activity with spreadsheets, notes, CRM tasks, and calendar reminders is clunky and inefficient. Hubly's powerful workflow management software is the solution that the financial services industry has been waiting for.

How Hubly’s Innovative Workflow Management Software is Built for Financial Advisory Firms

Trying to manage clients and firm activity with spreadsheets, notes, CRM tasks, and calendar reminders is clunky and inefficient. Hubly's powerful workflow management software is the solution that the financial services industry has been waiting for.

How Hubly’s Innovative Workflow Management Software is Built for Financial Advisory Firms

Meghan Rutherford

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.

Easy Workflows, Powerful Task Tracking

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.

Easy Workflows, Powerful Task Tracking

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.

‍Hubly’s Best Time Saving Software Integrations for Financial Advisors‍

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.

‍Hubly’s Best Time Saving Software Integrations for Financial Advisors‍

Business Blogs

Modern advisory firms are realizing that a better client experience starts behind the scenes — with organized workflows, accountability across the team and reliable systems that ensure nothing falls through the cracks. Here are five qualities clients value most in a smooth, dependable financial experience.

Practice Management

The Ideal Client Experience? Convenient, Personalized and Digital

Modern advisory firms are realizing that a better client experience starts behind the scenes — with organized workflows, accountability across the team and reliable systems that ensure nothing falls through the cracks. Here are five qualities clients value most in a smooth, dependable financial experience.

The Ideal Client Experience? Convenient, Personalized and Digital

Chris Tranchina

The right intake questions give you more than data. Here are seven questions every advisor should include in a modern onboarding process.

Practice Management

7 Questions You Should Ask in a New Client Intake

The right intake questions give you more than data. Here are seven questions every advisor should include in a modern onboarding process.

7 Questions You Should Ask in a New Client Intake

Michael Vossler

Growth doesn’t happen by accident. For financial advisors, running an efficient, client-focused firm means finding smarter ways to manage your time, your team and your technology. Here are seven practical ways to take your practice to the next level and build a firm that runs with clarity and confidence every day.

Practice Management

7 Ways to Keep Growing as a Financial Advisor

Growth doesn’t happen by accident. For financial advisors, running an efficient, client-focused firm means finding smarter ways to manage your time, your team and your technology. Here are seven practical ways to take your practice to the next level and build a firm that runs with clarity and confidence every day.

7 Ways to Keep Growing as a Financial Advisor

Christina Cavalli

Discover how to avoid the six most common client onboarding pitfalls in financial advising and create a process that builds trust, efficiency, and long-term loyalty.

Practice Management

The 6 Onboarding Pitfalls That Undermine Client Trust

Discover how to avoid the six most common client onboarding pitfalls in financial advising and create a process that builds trust, efficiency, and long-term loyalty.

The 6 Onboarding Pitfalls That Undermine Client Trust

By translating Buffett’s timeless wisdom into daily operations, firms can uncover new levels of clarity, efficiency, and growth.

Practice Management

5 Lessons from Warren Buffett That Can Transform How Your Firm Operates

By translating Buffett’s timeless wisdom into daily operations, firms can uncover new levels of clarity, efficiency, and growth.

5 Lessons from Warren Buffett That Can Transform How Your Firm Operates

Here are three estate planning trends that are changing the way firms must approach both client service and internal operations.

Practice Management

Estate Planning Trends That Demand Better Workflows

Here are three estate planning trends that are changing the way firms must approach both client service and internal operations.

Estate Planning Trends That Demand Better Workflows

Manual onboarding drains time and erodes trust. See what PreciseFP’s new report reveals about why digital onboarding is now a must-have for firms.

Practice Management

Why Manual Onboarding Is Costing You Clients (and Time)

Manual onboarding drains time and erodes trust. See what PreciseFP’s new report reveals about why digital onboarding is now a must-have for firms.

Why Manual Onboarding Is Costing You Clients (and Time)

Clients want expertise, reliability and proof that their advisor has the skills and systems to deliver. One way to demonstrate that credibility is through industry awards.

Practice Management

4 Industry Awards that Strengthen Advisor Credibility

Clients want expertise, reliability and proof that their advisor has the skills and systems to deliver. One way to demonstrate that credibility is through industry awards.

4 Industry Awards that Strengthen Advisor Credibility

Kristin Manning

Let’s look at how meeting cadence impacts client engagement and why it should be a priority in every advisory firm.

Practice Management

Keep Clients Engaged with the Right Meeting Rhythm

Let’s look at how meeting cadence impacts client engagement and why it should be a priority in every advisory firm.

Keep Clients Engaged with the Right Meeting Rhythm

Whether you are a solo advisor or managing a team, the right processes can make a measurable difference.

Practice Management

5 Growth Moves That Help Advisory Firms Work Smarter and Scale Faster

Whether you are a solo advisor or managing a team, the right processes can make a measurable difference.

5 Growth Moves That Help Advisory Firms Work Smarter and Scale Faster

Ashley Treangen

When used effectively, personas reduce confusion, support delegation and bring clarity to every step of the client journey. In this article, we explore how to build client personas and how to use them to improve client service, increase internal efficiency and reduce bottlenecks.

Practice Management

Client Personas in Action: The First Step to Scalable Advisory Workflows

When used effectively, personas reduce confusion, support delegation and bring clarity to every step of the client journey. In this article, we explore how to build client personas and how to use them to improve client service, increase internal efficiency and reduce bottlenecks.

Client Personas in Action: The First Step to Scalable Advisory Workflows

Hannah shares how she’s found utility in Hubly and how it’s positively impacted her office's daily operations. Here’s a summary of the key takeaways from her presentation:

Practice Management

A Hubly Success Story

Hannah shares how she’s found utility in Hubly and how it’s positively impacted her office's daily operations. Here’s a summary of the key takeaways from her presentation:

A Hubly Success Story

Below are six habits that may be creating barriers in your client experience. Addressing them could make the difference between a prospect who walks away and a lifelong client who sticks with your firm.

Practice Management

Are You Driving Away Clients With These 6 Actions?

Below are six habits that may be creating barriers in your client experience. Addressing them could make the difference between a prospect who walks away and a lifelong client who sticks with your firm.

Are You Driving Away Clients With These 6 Actions?

Amanda Gonzales

Internship programs are more than just temporary help. Here’s how to design an internship program that not only supports career development but also reinforces your firm’s structure and future growth.

Practice Management

Build a Scalable Internship Program That Elevates Your Entire Team

Internship programs are more than just temporary help. Here’s how to design an internship program that not only supports career development but also reinforces your firm’s structure and future growth.

Build a Scalable Internship Program That Elevates Your Entire Team

Even the most client-focused advisors often find themselves buried in paperwork, chasing follow-ups, and reacting to bottlenecks. The result is fewer meaningful client conversations and more stress on operations. Time is being spent, but not always where it matters most. Understanding the cost of that time imbalance is the first step toward changing it

Practice Management

Why Advisory Firms Struggle to Maximize Client Time and What to Do About It

Even the most client-focused advisors often find themselves buried in paperwork, chasing follow-ups, and reacting to bottlenecks. The result is fewer meaningful client conversations and more stress on operations. Time is being spent, but not always where it matters most. Understanding the cost of that time imbalance is the first step toward changing it

Why Advisory Firms Struggle to Maximize Client Time and What to Do About It

In this article, we will explore practical ways advisors can stay ahead of new technology and refine their processes to deliver the kind of service that no self-service app can match.

Practice Management

How Can Advisors Stay Current With New Technology?

In this article, we will explore practical ways advisors can stay ahead of new technology and refine their processes to deliver the kind of service that no self-service app can match.

How Can Advisors Stay Current With New Technology?

Mohammad Musleh

Managing client divorces is a sensitive but essential part of running a successful practice. While the personal side can be difficult, the operational side does not have to be.

Practice Management

Navigating Client Divorce Situations as a Financial Advisor

Managing client divorces is a sensitive but essential part of running a successful practice. While the personal side can be difficult, the operational side does not have to be.

Navigating Client Divorce Situations as a Financial Advisor

Ashley Treangen

This behind-the-scenes look at PreciseFP and Hubly shows how firms are cutting the clutter, reducing errors, and delivering a smoother client experience from day one.

Practice Management

A Better Client Experience Starts Here: Go Further Faster With Hubly + PreciseFP

This behind-the-scenes look at PreciseFP and Hubly shows how firms are cutting the clutter, reducing errors, and delivering a smoother client experience from day one.

A Better Client Experience Starts Here: Go Further Faster With Hubly + PreciseFP

Discover how automated workflows and office manuals streamline staff training for wealth management firms. Reduce onboarding time, ensure consistency, and help new employees make an immediate impact.

Practice Management

Add Value to Your Office and Reduce Staff Training Time

Discover how automated workflows and office manuals streamline staff training for wealth management firms. Reduce onboarding time, ensure consistency, and help new employees make an immediate impact.

Add Value to Your Office and Reduce Staff Training Time

What is a workflow, and why does it matter?

Practice Management

Documenting Workflow Matters More Than You May Realize

What is a workflow, and why does it matter?

Documenting Workflow Matters More Than You May Realize

If you’re not tracking the right data, you’re making decisions in the dark. Instead of guessing what’s working, why not use data to refine your strategy and drive real results?

Practice Management

Are You Tracking These Essential Metrics as a Financial Advisor?

If you’re not tracking the right data, you’re making decisions in the dark. Instead of guessing what’s working, why not use data to refine your strategy and drive real results?

Are You Tracking These Essential Metrics as a Financial Advisor?

Digital marketing for financial advisors requires more than just a website. Here are some resources you should be familiar with.

Practice Management

Digital Marketing Resources For Financial Advisors

Digital marketing for financial advisors requires more than just a website. Here are some resources you should be familiar with.

Digital Marketing Resources For Financial Advisors

Theodore Stavetski

For financial advisors, email marketing is one of the most effective ways to build an audience. It’s low-effort, low-cost, and it connects you directly with potential clients.

Practice Management

Email Marketing for Financial Advisors: What You Need to Know

For financial advisors, email marketing is one of the most effective ways to build an audience. It’s low-effort, low-cost, and it connects you directly with potential clients.

Email Marketing for Financial Advisors: What You Need to Know

Theodore Stavetski

Practice Management

The Six-Step Financial Advisor Marketing Plan

Having a solid marketing plan will get you more clients, grow your brand and scale your business.

The Six-Step Financial Advisor Marketing Plan

Theodore Stavetski

Are you curious about how artificial intelligence can benefit your practice? Learn how to incorporate ChatGPT into your practice to streamline the client review follow-up process.

Practice Management

How to Streamline Your Client Meeting Process with ChatGPT

Are you curious about how artificial intelligence can benefit your practice? Learn how to incorporate ChatGPT into your practice to streamline the client review follow-up process.

How to Streamline Your Client Meeting Process with ChatGPT

When it comes to tax prep, should you bring on a new hire, or outsource? The Hubly team investigates.

Practice Management

Outsourced vs. In-House Tax Planning: What Advisors Need to Know

When it comes to tax prep, should you bring on a new hire, or outsource? The Hubly team investigates.

Outsourced vs. In-House Tax Planning: What Advisors Need to Know

Tax season got you stressed out? Here are eight ways to make it easier.

Practice Management

Eight Ways To Streamline Client Tax Prep

Tax season got you stressed out? Here are eight ways to make it easier.

Eight Ways To Streamline Client Tax Prep

Theodore Stavetski

My firm made it to the top of the Inc 5000 list and grew from $40M to almost $1B AUM. Here's what I learned.

Practice Management

Four Things I Wish I Knew Before My Advisory Firm Reached $1B AUM

My firm made it to the top of the Inc 5000 list and grew from $40M to almost $1B AUM. Here's what I learned.

Four Things I Wish I Knew Before My Advisory Firm Reached $1B AUM

Advisors often take on too much — moving to an ensemble model can be the key to growth.

Practice Management

When, Why and How to Move to an Ensemble Practice

Advisors often take on too much — moving to an ensemble model can be the key to growth.

When, Why and How to Move to an Ensemble Practice

Three best practices for getting new team members onboarded — and one step that will help implement them.

Practice Management

Three Best Practices For Onboarding New Staff to an Advisory Firm

Three best practices for getting new team members onboarded — and one step that will help implement them.

Three Best Practices For Onboarding New Staff to an Advisory Firm

The last two years have seen significant changes to the global economy and workforce, with the shift to remote and hybrid work among the most notable. What have we learned since 2020?

Practice Management

Three Reasons to 'Re-Onboard' Your Employees in 2023

The last two years have seen significant changes to the global economy and workforce, with the shift to remote and hybrid work among the most notable. What have we learned since 2020?

Three Reasons to 'Re-Onboard' Your Employees in 2023

There is a talent shortage in the financial services industry and so it is more important than ever to retain employees. One financial service associate provides transparency into why employees quit by openly sharing why she left her financial advisory firm.

Practice Management

The Honest Truth of Why I Quit My Job as a Financial Planning Associate

There is a talent shortage in the financial services industry and so it is more important than ever to retain employees. One financial service associate provides transparency into why employees quit by openly sharing why she left her financial advisory firm.

The Honest Truth of Why I Quit My Job as a Financial Planning Associate

Your clients' insurance needs are constantly evolving; if a coverage review isn't part of your ongoing conversations, you — and they — could be missing out.

Practice Management

Why — and How — to Include Insurance in Your Client Review Process

Your clients' insurance needs are constantly evolving; if a coverage review isn't part of your ongoing conversations, you — and they — could be missing out.

Why — and How — to Include Insurance in Your Client Review Process

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.

Practice Management

Why Clients Leave Their Financial Advisors and How to Prevent it

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.

Why Clients Leave Their Financial Advisors and How to Prevent 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.

Practice Management

Hubly Insights: Women in Finance & How They Help Advisory Firms Thrive

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.

Hubly Insights: Women in Finance & How They Help Advisory Firms Thrive

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.

Practice Management

5 Powerful Traits Shared by Super Financial Advisors

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.

5 Powerful Traits Shared by Super Financial Advisors

News Blogs

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

Docupace Accelerates Market Leadership with Strategic Acquisition of Hubly

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

XY Planning Network and Hubly Evolve Partnership for Enhanced Value

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

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.

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

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

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.

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

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!

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!

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

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

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.

Hubly Releases Intelligent Automatic Task Assignment

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.

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.

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

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.

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.

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

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

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

XY Planning Network and Hubly Announce a Partnership to Help Advisors 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.

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.

A Look Back at Hubly's Statistics from 2021