“My firm was growing at such a fast pace that I was worried about dropping the ball. I had post-it notes everywhere, pieces of paper I was writing lists on, and I was trying to use the current CRM’s and their workflows, but they just didn’t work for us.”
James Phillips
President, Phillips Financial Advisors
Initiate and track trades, wires, and more
Navigate multiple custodians and eliminate NIGO's
Manage IRA contributions, and Roth conversions
Drive efficiency and accountability across your team
Stop reinventing the wheel, start scaling your firm with Hubly