The Features You Need

Holistic View

View and track client status, configure workflows, and prioritize tasks all from a single dashboard.

Client Progress

Hubly leverages data from your existing software to provide easy audit trail and performance analytics.

Built to Scale

Specifically built for advisors, our tools let you provide a consistent planning experience, for more clients.

Hubly helps advisors integrate every step of the goal based financial planning process

Client Lifecycle Management

Integrating with your CRM, we help advisors be better financial educators, project managers and accountability partners, enabling advisory firms to scale while keeping all of your clients happy.

Financial Educator

Our tools streamline financial analysis, goal setting, and delivery of recommendations throughout the planning process.

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Project Manager

Advisors can manage their clients' goals, projects, and help implement the right financial strategies and tools.

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Accountability Partner

Easily manage and tailor service calendars to provide consistent value as your client's long-term partner.

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Hear it from our Advisors

How Hubly is bringing value to their advisory firm.

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