Built to maximize efficiency forfinancial advisors
Hubly is a process management system that helps growing firms easily deliver a high-touch, error-free customer experience at scale.
Built to maximize efficiency forfinancial advisors
Grow without growing pains
Hubly is the process management system that provides efficiency and visibility across your financial advisory firm so that nothing will slip through the cracks.
Don't just hear it from us! Read the white paper industry leader, Bob Veres, wrote about Hubly's easy workflows and powerful task tracking.
Why use Hubly?
Asset ManagementFinancial PlanningTax PreparationEstate Planning401(K)Button Text
#physician
New Prospect#Children
#High Net Worth
#family
Deliver a consistent client experience at scale
Track client progress from a single hub while providing a repeatable and customizable client experience at scale.
Asset ManagementFinancial PlanningTax PreparationEstate Planning401(K)Button Text
#physician
New Prospect#Children
#High Net Worth
#family
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.
I reached a point where I couldn't keep track of everything
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.
Jake Milder
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.
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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.
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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.
Learn More
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 More
Hubly to 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.
Learn More
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.
Learn More
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.
Learn More
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.
Learn More
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