How to Efficiently Assign Tasks in Your Financial Advisory Firm

With Hubly, tasks can be automatically assigned and workloads balanced between team members with smart, automated routing.
With Hubly, tasks can be automatically assigned and workloads balanced between team members with smart, automated routing.

Automatic Task Assignment

Do you feel like the air traffic controller of your firm - always trying to figure out who is the best person to assign tasks to and keeping team members accountable?

Manually assigning tasks is about as fun as hosting your in-laws during the holidays. With Hubly, you can automatically assign tasks, balance workloads between team members, break through bottlenecks, and have the confidence of knowing that no key tasks will fall through the cracks

Imagine never having to manually assign a task again, or send another follow-up message to a co-worker. With Huby, you can set up smart workflows that take care of task assignments and reminders for your firm. You're no longer the bottleneck and your business processes can keep moving forward.

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How to Efficiently Assign Tasks in Your Financial Advisory Firm