Hello NAPFA Members!

Download your free service planning spreadsheet to learn how see how Hubly compiles industry-wide best practices into one workbook. From Onboarding to Client Check-ins, we have you covered!

Identify opportunities to create efficencies in your practice

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Workflow Planner

Create visibility into the multi-step processes in your practice by breaking them apart into distinct stages. Stop waking up in the middle of the night with the feeling that you are forgetting something.

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Service Calendar

Planning which topics you will review for clients throughout the year helps your firm engage clients more frequently and deliver value consistently as you continue to grow your business.

Download Your Service Planning Spreadsheet

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Anita Ritter

"Without Hubly we would be stepping on each other's toes. Hubly makes it easy to clearly determine who was responsible for what so that we no longer ask each other about the status of this and that."

David Shotwell

"Right off the bat, our team found that our meeting prep work and follow-up work became more consistent. Hubly’s adaptability allows us to create a system that provides that consistency while still being flexible enough to accommodate each client’s unique needs."

David Shotwell
Shotwell Rutter Baer
Galen Herbst de Cortina

"Hubly makes it much easier for us to consistently serve our clients. Things automatically pop in to our queue for review and that way we get to focus more on client work than on internal processes."

Galen Herbst de Cortina
Buff Your Finances