Meet Overwhelmed Oscar
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.
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 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.
Easily track progress for all of your account opening, money movement and investment services across your firm with visual dashboards.
Book a callHubly's intuitive software prevents costly mistakes from occurring by documenting instructions on how to properly complete highly administrative and error prone work.
Book a callWorkflows 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
Easily track and visualize all of your account opening, money movement and investment services workflows across your firm
Book a callHubly's intuitive software prevents costly mistakes from occurring by documenting instructions on how to properly complete highly administrative and error prone work.
Book a callWorkflows 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
Our software allows you to stop running manual reports or trying to track clients using spreadsheets.
Open up accounts and move money, both faster and more efficiently, to get paid sooner and increase your AUM.
Stop things from slipping through the cracks with automatic task assignment and documented standard operating procedures.
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