Meet Overwhelmed Oscar

Oscar wants to grow his AUM but
his investment management
processes are inefficient.

Oscar's investment management processes are administrative
and prone to mistakes. They are not standardized across his firm,
preventing him from reaching his full earning potential.

Oscar's Investment Management Challenges

Man working late at laptop

Overwhelmed Oscar wants to scale his firm but his investment management and account opening processes take up too much of his time. His workday is consumed with piles of paperwork and endless back and forth communication with his administrative team.

Oscar worries about NIGO documents, losing track of client service requests, making costly mistakes, and keeping an accurate customer service record for audits.

Oscar's Dream

Man golfing and happy

Oscar dreams of a speedy account opening process, which is standardized with his custodian, so he can service more clients and grow his AUM.

He craves improved visibility into investment management processes, automatic task assignment, and prevention of costly human errors. Oscar dreams of workflows that keep his firm on track and a detailed client service record for compliance purposes.

Man golfing on sunny day

Oscar discovered Hubly and
suddenly his workday changed

Ready to discover a
better way to work?

Schedule a call with a Hubly expert
"Our workflows are more efficient because of Hubly, and dare I say fun!"

🖥️ Track Your Money Movement Process with Visual Dashboards

Easily track progress for all of your account opening, money movement and investment services across your firm with visual dashboards. 

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📃 Document Standard Operating Procedures with Collaborative and Instructional Workflows

Hubly's intuitive software prevents costly mistakes from occurring by documenting instructions on how to properly complete highly administrative and error prone work.

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⚡ Provide a Proactive Client Service with Automatic Workflow Triggers

Workflows automatically kick off, notifying you to provide a timely service for a client – such as a quarterly portfolio review, or RMDs as they approach  turning 72.5.

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Investment Management  process visualized on Practice Management Software
Hubly Client Card with Automatic Task Assignment
Hubly client notes syncing with Redtail CRM

Visual Dashboards to Track Client Progress

Hubly onboarding process view

Easily track and visualize all of your account opening, money movement and investment services workflows across your firm

Book a call

Document Standard Operating Procedures with Collaborative Workflows

Hubly client card with task delegation

Hubly's intuitive software prevents costly mistakes from occurring by documenting instructions on how to properly complete highly administrative and error prone work.

Book a call

Provide a Proactive Client Service with Automatic Workflow Triggers

Workflows automatically kick off, notifying you to provide a timely service for a client – such as a quarterly portfolio review, or RMDs as they approach  turning 72.5.

Book a call
James Phillips, Phillips FInancial Planning
“Great mix of templated workflows with easy flexibility for adding one-off tasks - very robust ability to “trigger” workflows based on key dates, tags, or other workflows. Reminders are simple yet dynamic and helpful.”
- Andrew Mickley, Lakeside Planning

Investment Management Results from Using Hubly

Say goodbye to time wasting spreadsheets

Our software allows you to stop running manual reports or trying to track clients using spreadsheets.

Quickly Grow Your AUM

Open up accounts and move money, both faster and more efficiently, to get paid sooner and increase your AUM.

Prevent Costly Errors from Occurring

Stop things from slipping through the cracks with automatic task assignment and documented standard operating procedures.

Hear how Nick Nauta uses Hubly to
streamline his firm's onboarding process

Man watching a movie eating popcorn

Ready to discover a
better way to work?

Schedule a call with a Hubly expert
"Our workflows are more efficient because of Hubly, and dare I say fun!"