Dennis McNamara
Co-Founder, wHealth Advisors
Co-Founder, wHealth Advisors
"Hubly has quickly become the single most valuable tool in our firm’s tech stack."
How Hubly has helped recent advisory firms
2x
workload capacity
10x
new client
onboarding capacity
onboarding capacity
8 hrs
work saved
per week/staff
per week/staff
User Stories & Whitepapers
Hubly is used by over 500 financial service professionals. Read our customers stories to learn about the impact that Hubly has had on their financial advisory firms.
"Helping our business go to the next level for service and office harmony!"
"Best tool in our tech stack"
"I can confidently say that things are not slipping through the cracks anymore
-Vincent Renaut, Cambridge Cape Cod AdvisorsNewbridge Wealth Management
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