Chelsea Ransom-Cooper Zennith Wealth
Chelsea Ransom-Cooper Zennith Wealth
What advisors and their teams say
Jacquie Webster, CFP®
Jacquie Webster, CFP®
Associate Advisor
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My stress level has gone way down. I can just go to the Hub and get peace of mind.
Cahaba Wealth Management
Anne Beaulieu
Anne Beaulieu
Client Experience Manager
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I spent yesterday getting into Hubly and making workflows our own – I even have some clients set up! I really wish I had known about Hubly earlier.
WealthPlanners
Babette Switzer
Babette Switzer
Vice President Operations
Gold starGold starGold starGold starGold star
Hubly is the answer to our firm's SWAN (sleep well at night) client experience. The exceptional Hubly support team has been there to help us design, develop, and implement the workflows that keeps us operating at our fullest potential and give us an edge in the ever-increasingly complex financial industry.
Provident Wealth Advisors, LLC
Jake Milder
Jake Milder
Founder
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Using Hubly will allow me to service at least 20% more households than I could otherwise support.
Oak Street Investments
Anita Ritter
Anita Ritter
AAMS
Gold starGold starGold starGold starGold star
"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."
Anita Ritter Financial
Vincent Renaut CFP®
Vincent Renaut CFP®
Senior Planner
Gold starGold starGold starGold starGold star
"I mean really, the best part about Hubly for me is that I can confidently say that things are not slipping through the cracks anymore"
Cambridge Cape Cod Advisors
David Shotwell CFP®
David Shotwell CFP®
Certified Financial Planner
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"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."
Shotwell Rutter Baer
Matthew Carbray CFP®, ChFC®, CLU®
Matthew Carbray CFP®, ChFC®, CLU®
Partner
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"We have found the team to be incredible in understanding our needs and our current challenges with our existing CRM and we are now in a much better position to service our growing client base without the fear of not following through on our value proposition."
Ridgeline Financial Partners
John Scherer CFP®
John Scherer CFP®
Founder
Gold starGold starGold starGold starGold star
“The Hubly software is intuitive, but what really stands out is the training. We have gotten a ton of value from the Hubly team in not only how to use the actual software but also in helping us think about how to maximize its usefulness in our practice. Their insight based on what has worked and what hasn’t for other firms is a plus.”
Trinity Financial
Steve Cruice
Steve Cruice
Owner
Gold starGold starGold starGold starGold star
“Hubly’s onboarding process is fantastic (especially compared to the “here’s a 30 minute demo and a link to our help files” approach of most advisor tech providers) . Hubly scheduled several sessions to help me fully understand the capabilities, get up to speed, and start implementing the software and improving my practice fast.”
Simply Steward
Jill Erman
Jill Erman
Director of Operations
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"Hubly’s onboarding program was the guide we needed to keep the new Hubly experience going in our office. Adding a new program can be a daunting task. Hubly has thought this out and is there as a guide for success."
Edelman Financial Engines
Dennis McNamara CFP® CHFC® AIF® CSLP®
Dennis McNamara CFP® CHFC® AIF® CSLP®
Co-Founder
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“My partner and I searched far and wide for a solution that could keep us on task for managing both our clients and our business. After a pleasant and productive onboarding experience, Hubly has quickly become the single most valuable tool in our firm’s tech stack.”
wHealth Financial Advisors
Galen Herbst de Cortina
Galen Herbst de Cortina
Lead Planner
Gold starGold starGold starGold starGold star
"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."
Buff Your Finances
Josh Bennett CFP®, EA
Josh Bennett CFP®, EA
Managing Partner
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"Hubly is a great software backed by an amazing team. It makes juggling the 1000's of daily tasks an advisor has easy."
Vincere Wealth Management
James Phillips
James Phillips
President and Founder
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“I want to grow my practice to meet my full earning potential and serve my clients well, and Hubly helps me do that by making me efficient and organized.”
Phillips Financial Advisors
Levi Sanchez CFP®, CPWA®, BFA™
Levi Sanchez CFP®, CPWA®, BFA™
Founder
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“The workflows are based on the client lifecycle so I have different workflows for each meeting during the initial planning process. I can easily visualize where clients are at in each stage and step, as it is designed from a client lifecycle standpoint.”
Millenial Wealth
Alyssa Lum, MBA, CFP®
Alyssa Lum, MBA, CFP®
Founder
Gold starGold starGold starGold starGold star
"For me, Hubly keeps me sane. I can look at one place and see where my clients are in the process, what I have to do today, and what is coming up"‍‍
 Luminate Financial Planning

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"I can confidently say that things are not slipping through the cracks anymore
-Vincent Renaut, Cambridge Cape Cod AdvisorsNewbridge Wealth Management