How Does Hubly Help with Investment Management Processes?

November 24, 2022

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Investment management and account opening processes take up a lot of time, time that you would rather spend on growing your firm. If your workday is consumed with piles of paperwork and endless back and forth communication with your administrative team, then you need a better solution.

Hubly's practice management software makes it so that you no longer need to worry about NIGO documents, losing track of client service requests, making costly mistakes, or keeping an accurate customer service record for audits.Hubly creates a speedy account opening processes that is standardized with your custodian. With visibility into investment managements processes, automatic task delegation, and prevention of human errors,  you can service more clients and grow your firm.

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"I can confidently say that things are not slipping through the cracks anymore
-Vincent Renaut, Cambridge Cape Cod AdvisorsNewbridge Wealth Management