Free interactive tool · About 4 minutes
Financial Advisor Workflow Complexity Calculator: How Many Things Could Slip Through the Cracks?
Every advisory firm juggles hundreds of recurring tasks, client milestones, and follow-ups across the year. Build your practice in four quick steps to see your real complexity score — and how Hubly, the operating system for scalable financial-advisory firms, contains the chaos so nothing falls through the cracks.
Live & interactive · no email required to start
What you'll walk away with
Four minutes now, fewer dropped balls all year
Your real complexity score
See how many recurring tasks, reviews, and milestones your firm is actually tracking across a year — counted, not guessed.
Where the ball gets dropped
Pinpoint the deadlines and follow-ups most likely to slip — the ones that quietly cost you clients and referrals.
Your firm, contained
Watch how much of that busywork Hubly's workflows absorb, so your team spends its time on advice instead of admin.
Source: Docupace 2025 Year in Review — Hubly platform totals, calendar year 2025.
“I honestly don't know how we did business without Hubly.”
Shannon Beahan, CFP®, AEP® — Partner & COO, Lindsey & Lindsey Wealth Management
Why advisory firms outgrow their CRM
A growing practice runs on hundreds of moving parts
Every household you serve sets off a chain of recurring work: onboarding paperwork, account transfers, annual and quarterly reviews, required minimum distributions, beneficiary updates, money movement, and a steady stream of one-off service requests. A traditional CRM stores the contact record, but it doesn't run the process — so the steps end up in spreadsheets, sticky notes, and your team's memory. As a firm scales from a handful of clients to several hundred, that invisible workload is exactly where deadlines and follow-ups quietly slip through the cracks.
The Your Practice on Hubly calculator makes that hidden workload visible. In four quick steps it estimates how many recurring tasks, client milestones, and workflows your advisory practice is actually tracking across a year — then shows how many of them Hubly, the operating system for scalable financial-advisory firms, would absorb automatically.
Where the work piles up
The recurring workflows Hubly keeps on track
How Hubly contains the complexity
A workflow layer that sits on top of your CRM — not another CRM
Hubly works alongside the CRM you already use — with native integrations for Redtail and Wealthbox — and turns recurring client work into repeatable, visible, automated workflows. Instead of living in someone's head, each process runs as a series of chained steps that launch the next task automatically, so nothing waits on a reminder that never gets set.
- 100+ no-code workflow templates for onboarding, reviews, money movement, and service requests — ready to use on day one.
- Chained, automated steps that close one task and immediately open the next, with the right owner and due date.
- A 1,000-foot view of every client and every workflow, so you can see exactly who is doing what across the firm.
- The Hub Feed surfaces firm-wide reminders and notifications, so deadlines and follow-ups don't slip.
- Works with your CRM, not instead of it — your CRM stays your system of record.
Who it's for
Built for growing financial-advisory firms
Operations leaders, client-service teams, and advisors at firms from $100M to $1B+ in AUM use Hubly to scale without adding headcount — and lean solo advisors use it to run like a much bigger team. Wherever recurring work is starting to outpace your CRM, the calculator shows you the size of the problem and the path to containing it.
Frequently asked questions
What is the “Your Practice on Hubly” calculator?
It's a free interactive tool that maps the recurring tasks, client milestones, and workflows your advisory practice tracks every year — then shows how Hubly, the operating system for scalable firms, automates and contains that complexity so deadlines and follow-ups don't slip.
How is my complexity score calculated?
You answer four quick questions about your firm — team size, number of households, the client types you serve, and the recurring workflows and milestones you manage. The calculator estimates how many moving parts that adds up to across a year, and how many of them Hubly would absorb automatically.
Is Hubly a CRM?
No. Hubly is a workflow and process layer that works alongside your existing CRM — with native integrations for Redtail and Wealthbox — automating the repeatable tasks and follow-ups that otherwise live in someone's head or a spreadsheet.
What do I get, and does it cost anything?
At the end you can get a personalized complexity report by email and start a free trial of Hubly. The calculator and the report are free, and the trial requires no credit card.
Which CRMs does Hubly work with?
Hubly works alongside the CRM you already use, with native integrations for Redtail and Wealthbox. It doesn't replace your system of record; it adds the workflow and automation layer on top, so your contact data stays in your CRM while the recurring processes run in Hubly.
What kinds of workflows can I automate with Hubly?
Client onboarding, annual and quarterly reviews, money movement and transfers, required minimum distributions, beneficiary and account updates, service requests, life-event check-ins, and even employee onboarding. Hubly ships with 100+ no-code workflow templates, and you can build your own without writing any code.
How long does it take to get started?
Most firms are up and running quickly. You can start from one of 100+ prebuilt templates, and a CSV import gets your clients in on day one — your onboarding specialist handles the rest. There's no long implementation project before you see value.
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