Your firm's automated
air-traffic controller for tasks.

Tired of sending follow-up messages?
Hubly automatically keeps your team on top of everything that matters for your clients.

Get Started
Financial services software routing tasks to team members

Stop fighting non-purpose-built software

workload capacity
Ridgeline Financial Partners logo
new client
onboarding capacity
James Phillips financial Logo
8 hrs
work saved
per week/staff
Davis financial logo
Desktop computer

Create visibility across your firm 

Stop digging to find who is responsible for the next task with visual dashboards of each team members work

Bell with reminders

Keep team members accountable

Stop manually assigning work in your CRM and ensure nobody in your team misses a reminder or drops a client to do

Clock with cog wheels

Get your business processes flowing

End back and forth communication around client onboarding, meetings and money movement processes

Mack Nesbit Davis Financial Planning
Hubly has been a game changer for our team.

Having the capability to automatically assign our team members to specific tasks and workflows means we don’t have to worry about unassigned action items and can spend more time building stronger relationships with our clients. The interface and usability is also top notch. It’s nicely laid out and clear to see who is on what team and which role they’re in. Making changes to any of these is easy with just a few clicks.

Gold starGold starGold starGold starGold star
Mack Nesbit
Davis Financial Planning
Client task assigned to roles in advisory firm
Task management, made easy

• Remove manual work of assigning tasks

• Balance workloads across your firm

• Keep team members accountable

• Ensure nothing falls through the cracks

• Serve more clients and scale your team

Client task assigned to roles in advisory firm
Make your work flow, and your business grow.
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