Hubly Video Tips

Quick bite-sized videos teaching you and your team how to utilize Hubly to improve your productivity, efficiencies, communication, and happiness.

Computer with clients going into it

Got a minute? Learn a new tip!

Stop Looking for Links and Resources

This month's Hubly tip teaches you how to embed links and resources into your Hubly workflows so that you have them where you need them, when you need them.

How to Start Your Day with Clarity

Learn how to create a custom View in Hubly to display all of your workflows that have tasks due so that you can start your day with clarity.

Demonstrate Work To Clients and Keep a Compliant Service Record

Easily demonstrate the hard work that you do for your clients and track work completed for compliance purposes.

How to Automate RMDs

In Hubly you can set up "age-based rules" that monitor clients and automatically add them into your RMD workflow before their 72nd birthday. You can set it and forget it!

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"Our workflows are more efficient because of Hubly, and dare I say fun!"
-Vincent R. Barbera, Newbridge Wealth Management

James Phillips 10X clients onboarded per week !

James estimates that his firm was losing out on $15K monthly revenue increase per month and knew that he needed to increase the firm’s onboarding capacity in order to keep up with demand for their services.

However, he needed to do so without foregoing the client care and effective processes he had worked so hard to develop over the years.

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