Hubly | Blog for Wealth Management Firms

AI has already changed how middle- and back-office staff work. While we don’t have a crystal ball, we do have a solid understanding of where we are and where we’re headed. Here’s what we expect to come to the fore.

AI in WealthTech for the Middle and Back Office: Our Top Three Predictions for 2026

AI has already changed how middle- and back-office staff work. While we don’t have a crystal ball, we do have a solid understanding of where we are and where we’re headed. Here’s what we expect to come to the fore.

AI has already changed how middle- and back-office staff work. While we don’t have a crystal ball, we do have a solid understanding of where we are and where we’re headed. Here’s what we expect to come to the fore.

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Recent Blogs

Most advisory firms spend enormous energy winning new clients. But how many spend the same amount of energy thinking about what happens afterward?

Build a 90-Day Onboarding Workflow That Actually Sticks

Most advisory firms spend enormous energy winning new clients. But how many spend the same amount of energy thinking about what happens afterward?

Build a 90-Day Onboarding Workflow That Actually Sticks

Stephen Striegel

Insurance reviews are exactly the kind of high-value service that gets crowded out when there is no workflow holding space for them.

Why Insurance Reviews Need a Process, not a Reminder

Insurance reviews are exactly the kind of high-value service that gets crowded out when there is no workflow holding space for them.

Why Insurance Reviews Need a Process, not a Reminder

When milestone tracking depends on someone remembering to check rather than a system that fires automatically, the moments that matter most become the ones most likely to slip.

Practice Management

Milestones Slip When There’s No Workflow to Catch Them

When milestone tracking depends on someone remembering to check rather than a system that fires automatically, the moments that matter most become the ones most likely to slip.

Milestones Slip When There’s No Workflow to Catch Them

Analyzing where and when communication breaks down and learning how to implement consistent touchpoints are ways modern firms can drastically improve conversion rates and build stronger client relationships.

Practice Management

Your Firm Is Losing Warm Prospects, and the Culprit Is Not Your Pitch

Analyzing where and when communication breaks down and learning how to implement consistent touchpoints are ways modern firms can drastically improve conversion rates and build stronger client relationships.

Your Firm Is Losing Warm Prospects, and the Culprit Is Not Your Pitch

Keilea Lindberg

Hubly congratulates the 2026 Back Office Heroes Award winners, including this year's Workflow Wizard, Shannon Beahan of Lindsey & Lindsey Wealth Management.

Meet the 2026 Back Office Heroes — Built on Workflows, Driven by People

Hubly congratulates the 2026 Back Office Heroes Award winners, including this year's Workflow Wizard, Shannon Beahan of Lindsey & Lindsey Wealth Management.

Meet the 2026 Back Office Heroes — Built on Workflows, Driven by People

Kristin Manning

When someone searches your name and finds a quote in a respected publication or a podcast episode where you're speaking clearly about a niche you actually own, that stacks differently than a sponsored post. That kind of credibility is earned, not bought.

Why Your Firm Keeps Getting Overlooked (And What to Do About It)

When someone searches your name and finds a quote in a respected publication or a podcast episode where you're speaking clearly about a niche you actually own, that stacks differently than a sponsored post. That kind of credibility is earned, not bought.

Why Your Firm Keeps Getting Overlooked (And What to Do About It)

Operations

Most advisory firms spend enormous energy winning new clients. But how many spend the same amount of energy thinking about what happens afterward?

Build a 90-Day Onboarding Workflow That Actually Sticks

Most advisory firms spend enormous energy winning new clients. But how many spend the same amount of energy thinking about what happens afterward?

Most advisory firms spend enormous energy winning new clients. But how many spend the same amount of energy thinking about what happens afterward?

Stephen Striegel

Insurance reviews are exactly the kind of high-value service that gets crowded out when there is no workflow holding space for them.

Why Insurance Reviews Need a Process, not a Reminder

Insurance reviews are exactly the kind of high-value service that gets crowded out when there is no workflow holding space for them.

Insurance reviews are exactly the kind of high-value service that gets crowded out when there is no workflow holding space for them.

There is a reason some client appreciation events become the thing clients mention at every meeting for the next two years — and others disappear from memory before the valet pulls around.

How To Plan a Client Appreciation Event

There is a reason some client appreciation events become the thing clients mention at every meeting for the next two years — and others disappear from memory before the valet pulls around.

There is a reason some client appreciation events become the thing clients mention at every meeting for the next two years — and others disappear from memory before the valet pulls around.

Kristin Manning

Humans form a first impression in roughly 100 milliseconds, according to the National Library of Medicine. That means before a prospect reads your ADV, meets your team, or reviews a single proposal, their brain has already reached a conclusion about your competence, trustworthiness, and professionalism.

Behavioral Science Reveals How Clients Judge Your Firm

Humans form a first impression in roughly 100 milliseconds, according to the National Library of Medicine. That means before a prospect reads your ADV, meets your team, or reviews a single proposal, their brain has already reached a conclusion about your competence, trustworthiness, and professionalism.

Humans form a first impression in roughly 100 milliseconds, according to the National Library of Medicine. That means before a prospect reads your ADV, meets your team, or reviews a single proposal, their brain has already reached a conclusion about your competence, trustworthiness, and professionalism.

Most firms are in growth mode. But that forward momentum often comes at a cost of burnout.

Your Team Is Working Hard. Here Is How to Make Sure That Work Actually Scales.

Most firms are in growth mode. But that forward momentum often comes at a cost of burnout.

Most firms are in growth mode. But that forward momentum often comes at a cost of burnout.

Jennifer Schwartz

Lead generation is often a top challenge for advisors, but it can be the difference between an average firm and an industry leader.

Why Growth Breaks Down After the First Yes

Lead generation is often a top challenge for advisors, but it can be the difference between an average firm and an industry leader.

Lead generation is often a top challenge for advisors, but it can be the difference between an average firm and an industry leader.

Kristin Manning

Technology

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

Practice Management

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

Updates

Hubly congratulates the 2026 Back Office Heroes Award winners, including this year's Workflow Wizard, Shannon Beahan of Lindsey & Lindsey Wealth Management.

Meet the 2026 Back Office Heroes — Built on Workflows, Driven by People

Hubly congratulates the 2026 Back Office Heroes Award winners, including this year's Workflow Wizard, Shannon Beahan of Lindsey & Lindsey Wealth Management.

Meet the 2026 Back Office Heroes — Built on Workflows, Driven by People

Kristin Manning

Strategic acquisition strengthens Docupace’s position as one of the industry’s most comprehensive back-office platform providers. With proven expertise in financial risk technology and multi-platform management, Brian Filanowski is well-positioned to lead Docupace’s next phase of growth and innovation.

Docupace Acquires InvestEdge; Appoints Data & Analytics Veteran Brian Filanowski as CEO

February 25, 2026

Strategic acquisition strengthens Docupace’s position as one of the industry’s most comprehensive back-office platform providers. With proven expertise in financial risk technology and multi-platform management, Brian Filanowski is well-positioned to lead Docupace’s next phase of growth and innovation.

Docupace Acquires InvestEdge; Appoints Data & Analytics Veteran Brian Filanowski as CEO

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

Hubly in the News

WealthManagement.com

WealthManagement.com Features Richard Thoeny and Louis Retief’s Top AI Predictions for Wealth Management in 2026

In an interview with WealthManagement.com, PreciseFP’s Richard Thoeny and Hubly’s Louis Retief shared their predictions for how AI will transform wealth management operations in 2026, highlighting the rise of intelligent automation, scalable back-office infrastructure and AI-powered workflows designed to reduce operational friction and improve advisor efficiency.

February 2, 2026

Digital Wealth News

Digital Wealth News’ Advisor Tech Talk Notes Docupace Solutions Deliver Major Productivity Gains for Advisors

In the Advisor Tech Talk Week of 2/3/26 roundup, Digital Wealth News reported that Docupace solutions PreciseFP and Hubly helped wealth management firms eliminate over 200,000 hours of manual work and automate roughly 4 million tasks in 2025, significantly boosting advisor productivity and engagement.

January 30, 2026

InvestmentNews Spotlights Docupace’s 200,000-Hour Productivity Windfall for PreciseFP and Hubly Users

As reported by InvestmentNews, Docupace solutions PreciseFP and Hubly helped advisory firms reclaim more than 200,000 hours in 2025 by automating nearly 4 million workflows and significantly reducing manual data entry and administrative tasks across wealth management operations.

January 30, 2026

AdvisorHub Covers How Docupace Solutions Are Helping Advisors Save 200,000+ Hours with AI-Driven Automation

As reported by AdvisorHub, Docupace solutions PreciseFP and Hubly are transforming wealth management operations by leveraging AI-driven data gathering and workflow automation to eliminate manual processes and help advisory firms reclaim more than 200,000 hours of productivity.

January 30, 2026

WealthManagement.com

WealthStack Roundup Features Docupace, PreciseFP and Hubly Advancing Advisor Productivity Through with AI-Powered Workflow Automation

Multiple fintech firms announce new AI integrations while Docupace subsidiaries eliminate over 200,000 hours of manual work across advisor platforms.

January 29, 2026

ThinkAdvisor Highlights How Docupace Automation Software Is Driving Major Productivity Gains for Wealth Management Firms

Docupace’s AI-powered automation platforms, PreciseFP and Hubly, significantly boosted productivity in 2025 by automating roughly 4 million tasks and saving financial advisors more than 200,000 hours of manual work, translating into tens of millions in efficiency gains.

Operations Blogs

Most advisory firms spend enormous energy winning new clients. But how many spend the same amount of energy thinking about what happens afterward?

Build a 90-Day Onboarding Workflow That Actually Sticks

Most advisory firms spend enormous energy winning new clients. But how many spend the same amount of energy thinking about what happens afterward?

Most advisory firms spend enormous energy winning new clients. But how many spend the same amount of energy thinking about what happens afterward?

Stephen Striegel

Insurance reviews are exactly the kind of high-value service that gets crowded out when there is no workflow holding space for them.

Why Insurance Reviews Need a Process, not a Reminder

Insurance reviews are exactly the kind of high-value service that gets crowded out when there is no workflow holding space for them.

Insurance reviews are exactly the kind of high-value service that gets crowded out when there is no workflow holding space for them.

There is a reason some client appreciation events become the thing clients mention at every meeting for the next two years — and others disappear from memory before the valet pulls around.

How To Plan a Client Appreciation Event

There is a reason some client appreciation events become the thing clients mention at every meeting for the next two years — and others disappear from memory before the valet pulls around.

There is a reason some client appreciation events become the thing clients mention at every meeting for the next two years — and others disappear from memory before the valet pulls around.

Kristin Manning

Humans form a first impression in roughly 100 milliseconds, according to the National Library of Medicine. That means before a prospect reads your ADV, meets your team, or reviews a single proposal, their brain has already reached a conclusion about your competence, trustworthiness, and professionalism.

Behavioral Science Reveals How Clients Judge Your Firm

Humans form a first impression in roughly 100 milliseconds, according to the National Library of Medicine. That means before a prospect reads your ADV, meets your team, or reviews a single proposal, their brain has already reached a conclusion about your competence, trustworthiness, and professionalism.

Humans form a first impression in roughly 100 milliseconds, according to the National Library of Medicine. That means before a prospect reads your ADV, meets your team, or reviews a single proposal, their brain has already reached a conclusion about your competence, trustworthiness, and professionalism.

Most firms are in growth mode. But that forward momentum often comes at a cost of burnout.

Your Team Is Working Hard. Here Is How to Make Sure That Work Actually Scales.

Most firms are in growth mode. But that forward momentum often comes at a cost of burnout.

Most firms are in growth mode. But that forward momentum often comes at a cost of burnout.

Jennifer Schwartz

Lead generation is often a top challenge for advisors, but it can be the difference between an average firm and an industry leader.

Why Growth Breaks Down After the First Yes

Lead generation is often a top challenge for advisors, but it can be the difference between an average firm and an industry leader.

Lead generation is often a top challenge for advisors, but it can be the difference between an average firm and an industry leader.

Kristin Manning

Surge meetings can be a boon to practices looking to tighten up operations, boost productivity and deliver exceptional client experiences.

How to Run a Surge Meeting Season Without Overloading Your Ops Team

Surge meetings can be a boon to practices looking to tighten up operations, boost productivity and deliver exceptional client experiences.

Surge meetings can be a boon to practices looking to tighten up operations, boost productivity and deliver exceptional client experiences.

When compliance is embedded into everyday workflows, it stops feeling reactive. It becomes a stabilizing force rather than a constant interruption.

When Compliance Is Part of Daily Work

When compliance is embedded into everyday workflows, it stops feeling reactive. It becomes a stabilizing force rather than a constant interruption.

When compliance is embedded into everyday workflows, it stops feeling reactive. It becomes a stabilizing force rather than a constant interruption.

Jennifer Schwartz

The question is not whether firms should go digital; it is how far behind they can afford to fall if they do not.

Digital Workflows vs Paper Processes: What Forward-Thinking Firms Choose in 2025

The question is not whether firms should go digital; it is how far behind they can afford to fall if they do not.

The question is not whether firms should go digital; it is how far behind they can afford to fall if they do not.

Building a process that holds up means giving everyone the same structure, accountability and clarity from day one. Here is how you can strengthen your firm’s operations and deliver a consistent client experience that scales.

Why Outdated Processes Break and How to Build a Firm That Runs Smoothly

Building a process that holds up means giving everyone the same structure, accountability and clarity from day one. Here is how you can strengthen your firm’s operations and deliver a consistent client experience that scales.

Building a process that holds up means giving everyone the same structure, accountability and clarity from day one. Here is how you can strengthen your firm’s operations and deliver a consistent client experience that scales.

Jennifer Schwartz

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.

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

When someone searches your name and finds a quote in a respected publication or a podcast episode where you're speaking clearly about a niche you actually own, that stacks differently than a sponsored post. That kind of credibility is earned, not bought.

Why Your Firm Keeps Getting Overlooked (And What to Do About It)

When someone searches your name and finds a quote in a respected publication or a podcast episode where you're speaking clearly about a niche you actually own, that stacks differently than a sponsored post. That kind of credibility is earned, not bought.

Why Your Firm Keeps Getting Overlooked (And What to Do About It)

Savvy advisors and teams invest in solutions that handle the repetitive, administrative tasks, so they have more time and energy to focus on client success. When technology operates seamlessly in the background, you have the bandwidth to build deeper relationships.

Build a Scalable Advisory Firm Without Sacrificing the Client Experience

Savvy advisors and teams invest in solutions that handle the repetitive, administrative tasks, so they have more time and energy to focus on client success. When technology operates seamlessly in the background, you have the bandwidth to build deeper relationships.

Build a Scalable Advisory Firm Without Sacrificing the Client Experience

AI has already changed how middle- and back-office staff work. While we don’t have a crystal ball, we do have a solid understanding of where we are and where we’re headed. Here’s what we expect to come to the fore.

AI in WealthTech for the Middle and Back Office: Our Top Three Predictions for 2026

AI has already changed how middle- and back-office staff work. While we don’t have a crystal ball, we do have a solid understanding of where we are and where we’re headed. Here’s what we expect to come to the fore.

AI in WealthTech for the Middle and Back Office: Our Top Three Predictions for 2026

When processes are well defined and work is visible, advisors can focus on listening, anticipating needs and showing up prepared for every interaction.

Why Clear Processes Create More Personal Client Experiences

When processes are well defined and work is visible, advisors can focus on listening, anticipating needs and showing up prepared for every interaction.

Why Clear Processes Create More Personal Client Experiences

Advisory firms face growing complexity. Between compliance, data management and client expectations, it’s easy for details to slip through the cracks. The right technology changes that.

How Integrated Tech Helps Firms Strengthen Compliance and Client Experience

Advisory firms face growing complexity. Between compliance, data management and client expectations, it’s easy for details to slip through the cracks. The right technology changes that.

How Integrated Tech Helps Firms Strengthen Compliance and Client Experience

When advisors can see what needs attention, automate repetitive tasks and measure outcomes in real time, they are able to serve more clients and deliver a better experience without increasing workload.

5 Key Metrics Every Advisory Team Should Track to Work Smarter

When advisors can see what needs attention, automate repetitive tasks and measure outcomes in real time, they are able to serve more clients and deliver a better experience without increasing workload.

5 Key Metrics Every Advisory Team Should Track to Work Smarter

Advisory firms that succeed are the ones that can innovate without losing control of their processes.

Compliance in the Age of AI: What Every Advisory Firm Needs to Know

Advisory firms that succeed are the ones that can innovate without losing control of their processes.

Compliance in the Age of AI: What Every Advisory Firm Needs to Know

The best advisors use structure to create meaningful and repeatable communication. Here’s how to understand your clients’ preferences and build stronger, more organized relationships across your firm.

Build Communication Workflows That Strengthen Every Client Relationship

The best advisors use structure to create meaningful and repeatable communication. Here’s how to understand your clients’ preferences and build stronger, more organized relationships across your firm.

Build Communication Workflows That Strengthen Every Client Relationship

For growing advisory firms, technology choices define how smoothly the business runs. The challenge is knowing when to invest in a proven platform and when to build something custom to fit your unique workflows.

How Top Firms Choose the Right Tech for Growth

For growing advisory firms, technology choices define how smoothly the business runs. The challenge is knowing when to invest in a proven platform and when to build something custom to fit your unique workflows.

How Top Firms Choose the Right Tech for Growth

This guide explains why internal development falls short, how partnerships close the gap, and what a practical path forward looks like.

Build vs Buy in Wealthtech: How Firms Actually Win

This guide explains why internal development falls short, how partnerships close the gap, and what a practical path forward looks like.

Build vs Buy in Wealthtech: How Firms Actually Win

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

When milestone tracking depends on someone remembering to check rather than a system that fires automatically, the moments that matter most become the ones most likely to slip.

Practice Management

Milestones Slip When There’s No Workflow to Catch Them

When milestone tracking depends on someone remembering to check rather than a system that fires automatically, the moments that matter most become the ones most likely to slip.

Milestones Slip When There’s No Workflow to Catch Them

Analyzing where and when communication breaks down and learning how to implement consistent touchpoints are ways modern firms can drastically improve conversion rates and build stronger client relationships.

Practice Management

Your Firm Is Losing Warm Prospects, and the Culprit Is Not Your Pitch

Analyzing where and when communication breaks down and learning how to implement consistent touchpoints are ways modern firms can drastically improve conversion rates and build stronger client relationships.

Your Firm Is Losing Warm Prospects, and the Culprit Is Not Your Pitch

Keilea Lindberg

A practical guide to building a feedback system that actually changes how your firm operates.

Practice Management

Using Client Feedback as a Catalyst for Evolution

A practical guide to building a feedback system that actually changes how your firm operates.

Using Client Feedback as a Catalyst for Evolution

Most advisors treat referrals as a marketing activity. They schedule the ask, practice the language and wait for the right opening. That approach puts the focus in the wrong place.

Practice Management

Your Best Referral Source is Already a Client

Most advisors treat referrals as a marketing activity. They schedule the ask, practice the language and wait for the right opening. That approach puts the focus in the wrong place.

Your Best Referral Source is Already a Client

Money is deeply emotional and often has big feelings attached. Financial advisors are uniquely positioned not just to manage money but also to guide clients through the emotional and practical complexities of life transitions. The key? Being proactive, empathetic and personal.

Practice Management

A Practical Playbook for Guiding Clients Through Life Changes

Money is deeply emotional and often has big feelings attached. Financial advisors are uniquely positioned not just to manage money but also to guide clients through the emotional and practical complexities of life transitions. The key? Being proactive, empathetic and personal.

A Practical Playbook for Guiding Clients Through Life Changes

Practice Management

The Brand Guide Is Step One. Consistent Execution Is the Real Challenge.

A comprehensive brand guide steers your firm’s visual and verbal identity, so you show up consistently across all channels. A strong brand guide is more than skin deep. It’s your brand DNA. It can reduce internal friction and confusion, helping you stand out in a competitive market.

Ashley Treangen

There’s a better way to approach client engagement and data management. Workflow automation and process management can drive scalability and efficiency for advisory firms like Coastline Wealth Management, and it all begins with Hubly.

Practice Management

How Coastline Wealth Management’s Investment in Hubly Paid Dividends

There’s a better way to approach client engagement and data management. Workflow automation and process management can drive scalability and efficiency for advisory firms like Coastline Wealth Management, and it all begins with Hubly.

How Coastline Wealth Management’s Investment in Hubly Paid Dividends

The most meaningful thing an advisor can do for a client is make them feel genuinely understood. Here are four ways to build that into how your firm works.

Practice Management

What the Most Effective Client Meetings Have in Common

The most meaningful thing an advisor can do for a client is make them feel genuinely understood. Here are four ways to build that into how your firm works.

What the Most Effective Client Meetings Have in Common

Here are five operational touchpoints that quietly determine whether clients stay, refer and grow with your firm.

Practice Management

Why Your Clients Trust You Less Than You Think (And What to Do About It)

Here are five operational touchpoints that quietly determine whether clients stay, refer and grow with your firm.

Why Your Clients Trust You Less Than You Think (And What to Do About It)

Marketing inside advisory firms looks different than it did even five years ago.

Practice Management

Marketing for Advisory Firms in 2026 Requires Operational Alignment

Marketing inside advisory firms looks different than it did even five years ago.

Marketing for Advisory Firms in 2026 Requires Operational Alignment

Ashley Treangen

Many advisors are serving clients who drain energy while overlooking others who are easier to work with, more aligned with advice or more likely to grow with the firm over time. Naturally, better segmentation starts by looking beyond the balance sheet.

Practice Management

Why Client Segmentation Deserves a Rethink

Many advisors are serving clients who drain energy while overlooking others who are easier to work with, more aligned with advice or more likely to grow with the firm over time. Naturally, better segmentation starts by looking beyond the balance sheet.

Why Client Segmentation Deserves a Rethink

Operational transparency plays a critical role in building that trust. Transparency turns uncertainty into confidence and strengthens relationships over time.

Practice Management

How Operational Transparency Builds Client Confidence

Operational transparency plays a critical role in building that trust. Transparency turns uncertainty into confidence and strengthens relationships over time.

How Operational Transparency Builds Client Confidence

Starting a new role in a wealth management firm can feel overwhelming. The fastest way to help new team members build confidence is not more documentation. It is clear workflows.

Practice Management

The Workflows That Help New Team Members Succeed Faster

Starting a new role in a wealth management firm can feel overwhelming. The fastest way to help new team members build confidence is not more documentation. It is clear workflows.

The Workflows That Help New Team Members Succeed Faster

Chris Tranchina

When teams know exactly what needs to happen, who owns it and when it is complete, work becomes more accurate and less stressful. Structure creates space for human judgment, not the other way around.

Practice Management

Reducing Errors While Keeping Work Human

When teams know exactly what needs to happen, who owns it and when it is complete, work becomes more accurate and less stressful. Structure creates space for human judgment, not the other way around.

Reducing Errors While Keeping Work Human

Strengthening retention means understanding where relationships break down and using structure, visibility and accountability to prevent those moments from happening.

Practice Management

Why Client Breakups Happen

Strengthening retention means understanding where relationships break down and using structure, visibility and accountability to prevent those moments from happening.

Why Client Breakups Happen

Amanda Gonzales

Financial advisors spend their careers helping clients plan for a confident future. Yet even with clear guidance, persistent myths about retirement planning continue to surface.

Practice Management

Common Retirement Myths Advisors Hear Every Day

Financial advisors spend their careers helping clients plan for a confident future. Yet even with clear guidance, persistent myths about retirement planning continue to surface.

Common Retirement Myths Advisors Hear Every Day

Andrew Claussen

Money is one of the most common sources of stress in relationships. Advisors often find themselves witnessing these struggles up close. Here are a few ways to guide couples through financial tension while keeping the planning process productive.

Practice Management

When Finances Create Friction: How Advisors Can Support Couples

Money is one of the most common sources of stress in relationships. Advisors often find themselves witnessing these struggles up close. Here are a few ways to guide couples through financial tension while keeping the planning process productive.

When Finances Create Friction: How Advisors Can Support Couples

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?

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

Hubly congratulates the 2026 Back Office Heroes Award winners, including this year's Workflow Wizard, Shannon Beahan of Lindsey & Lindsey Wealth Management.

Meet the 2026 Back Office Heroes — Built on Workflows, Driven by People

Hubly congratulates the 2026 Back Office Heroes Award winners, including this year's Workflow Wizard, Shannon Beahan of Lindsey & Lindsey Wealth Management.

Meet the 2026 Back Office Heroes — Built on Workflows, Driven by People

Kristin Manning

Strategic acquisition strengthens Docupace’s position as one of the industry’s most comprehensive back-office platform providers. With proven expertise in financial risk technology and multi-platform management, Brian Filanowski is well-positioned to lead Docupace’s next phase of growth and innovation.

Docupace Acquires InvestEdge; Appoints Data & Analytics Veteran Brian Filanowski as CEO

Strategic acquisition strengthens Docupace’s position as one of the industry’s most comprehensive back-office platform providers. With proven expertise in financial risk technology and multi-platform management, Brian Filanowski is well-positioned to lead Docupace’s next phase of growth and innovation.

Docupace Acquires InvestEdge; Appoints Data & Analytics Veteran Brian Filanowski as CEO

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