Hubly is an operating system purpose-built for advisory firms. It is flexible and customizable, allowing you to build any workflow or process to deliver effortless financial advice. From client onboarding and reviews to money movement, Hubly streamlines your operations.
CRMs excel at managing software integration and providing a consolidated view of client data. They are great for contact management, email, calendars, note-taking, and more! CRMs serve as excellent data repositories for compliance purposes.
Spreadsheets are flexible and agile, fundamental to many businesses for computing, analyzing, and visualizing data. However, they fall short when stretched beyond their design, such as managing workflows involving multiple people.
CRMs and spreadsheets are suitable for managing a small number of clients or basic workflows. However, Hubly is purpose-built for fast-growing advisory firms delivering high-touch household services who are looking to efficiently scale their team. Here’s what sets Hubly apart:
“Hubly has inspired our firm to put processes into action. Instead of working in silos on each of our respective to do lists, our team is now in sync with all aspects of client service. We now have one HUB where any question about a client or prospect can be answered”
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Deliver a consistent onboarding experience across your entire firm and onboard multiple clients simultaneously while ensuring nothing is missed.
View a single source of truth to track clients and receive automated reminders when you need schedule a client meeting or follow-up on an action item.
Create a speedy account opening process that is standardized with your custodian so you can service more clients and prevent NIGOs.
Plug new employees directly into your firm's processes so that they can get up and running quickly and efficiently with minimal hand holding.
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