We do the heavy lifting

At Hubly, we don't believe in being just another software product in a large technology stack. That's why our 4-step onboarding process is designed with a hands-on, customer focused approach to ensure a smooth transition that aligns with you and your teams needs. Hubly is your partner in delivering the next generation of financial advice.

Our awesome features
1
Define Success

If you are successful, we are successful. That's why our onboarding process begins with understanding your current challenges, your upcoming objectives, and (most importantly) defining what success looks like for your team.

Our awesome features
2
Discovery

We gather documentation around your existing workflows and processes for the services you offer. Together we then conduct a deep-dive to learn and gain a meaningful understanding of your services, operations, and the client experience that you're trying to scale.

Our awesome features
3
Hub Assembly

We assemble our learnings, identify opportunities, and tailor a build-out of your workflows and processes in Hubly, always working to ensure alignment with your business goals. Our team delivers a fully tailored workflow hub that is 80% of the way there, allowing us to work with you to add your personal touch as we train your team on the Hubly platform.

Our awesome features
4
Implementation and Training

Our training process is customized to your needs and designed to set you and your team up for long-term success at scale. Once the Hub is built out, your team will receive weekly training on how to use and effectively collaborate on Hubly.

Interested in Learning More?

Schedule a free 30-minute strategy call with our team to determine if Hubly is a right fit for your firm.