Hubly has quite simply inspired our firm to put our processes into action

"Instead of working in silos on each of our respective to do lists, our team is now in sync with all aspects of client service. We now have one hub where any question about a client or prospect can be answered”

5-10
Clients onboarded/week using Hubly
5
Team members doing the work of 10

Meghan Rutherford
Ridgeline Financial Partners

What Advisors Say
Jake Milder
Jake Milder
Oak Street Financial
Using Hubly will allow me to service at least 20% more households than I could otherwise support. The time required to get things setup and running smoothly was likely paid off with improved efficiency within weeks.
Anita Ritter
Anita Ritter
Anita Ritter Financial
"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."
Vincent Renaut
Vincent Renaut
Cambridge Cape Cod
"Hubly is a nice, detailed digital checklist that has a lot of bells and whistles that make my firm easier to run...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"
David Shotwell
David Shotwell
Shotwell Rutter Baer
"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."
Matthew Carbray
Matthew Carbray
Ridgeline Financial Partners
"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."
Meghan Rutherford
Meghan Rutherford
Ridgeline Financial Partners
"Hubly has quite simply inspired our firm to put our processes into action. Instead of working in silos on each of our respective to do lists, our team is now in sync with all aspects of client service. We now have one HUB where any question about a client or prospect can be answered."
John Scherer
John Scherer
Trinity Financial
“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.”
Steve Cruice
Steve Cruice
Simply Steward
“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.”
Jill Erman
Jill Erman
Erman Financial
"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."
Jake Milder
Jake Milder
Oak Street Investments
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.
Dennis McNamara
Dennis McNamara
wHealth Financial Advisors
“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.”
Galen Herbst de Cortina
Galen Herbst de Cortina
Buff Your Finances
"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."
Josh Bennett
Josh Bennett
Vincere Wealth Management
"Hubly is a great software backed by an amazing team. It makes juggling the 1000's of daily tasks an advisor has easy."
James Phillips
James Phillips
Phillips Financial Advisors
“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.”
Levi Sanchez
Levi Sanchez
Millenial Wealth
“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.”
Alyssa Lum
Alyssa Lum
Luminate Financial Planning
"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"‍‍

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