How to "Auto-magically" Assign Tasks with Hubly

November 14, 2022

Talk to a Workflow Expert

At Hubly, we are focused on helping financial advisory firms deliver an exceptional, high-touch service in a scalable way. After listening to some of our fastest growing firms, we decided to improve our capabilities to make it easier than ever before to coordinate the flow of work across your entire team.

Now you can seamlessly delegate your workflow tasks based on each individual client's lead advisor and service team. Watch this demo to see it in action.

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