Grow Without Growing Pains
Hubly allows you to unleash the power of effortless financial advisory. Hubly is the key to transforming your financial advisory firm's household experience, making it high-touch and stress-free, even at scale. Our platform ensures that your households receive consistent efficient top-notch service.
I needed to do for each client. I felt overwhelmed and knew something had to give. Hubly changed that and now I'm confident nothing is falling through the cracks.
Why use Hubly?
Deliver a consistent client experience at scale
Track client progress from a single hub while providing a repeatable and customizable client experience at scale.
Stop things from slipping through the cracks
See activity across your firm and get automated reminders for next tasks so that nothing slips through the cracks.
Maximize efficiency across your firm
Create a system that provides consistency while still being flexible enough to accommodate each client's unique needs to provide a truly personalized service.
Use Hubly to save hours on your key processes
New client onboarding
Deliver a consistent onboarding experience across your entire firm and onboard multiple clients simultaneously while ensuring nothing is missed.
Client review meetings
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.
Money movement & account opening
Create a speedy account opening processes that is standardized with your custodian so you can service more clients and prevent NIGOs.
Employee Onboarding
Plug new employees directly into your firm's processes so that they can get up and running quickly and efficiently with minimal hand holding.
Learn how Hubly saves hours on key processes
New client onboarding
Deliver a consistent onboarding experience across your entire firm and onboard multiple clients simultaneously while ensuring nothing is missed.
Meeting prep & follow-up
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.
Account opening & money movement
Create a speedy account opening process that is standardized with your custodian so you can service more clients and prevent NIGOs.
Employee training & onboarding
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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