Client meetings just got easier

With Hubly, you can easily create a client review schedule that works for your firm and set the automation and segmentation to empower your firm to always meet with the client on the timelines that are important to the firm and them. You will also be able to create a step by step SOP on what is to be prepared for the meetings, empowering your team to help create a great client experience. You can rest easily at night knowing that any follow up items can be easily tracked and seen to completion with the flexibility of updating workflows.