.png){kind=icon}
Money Movement
.png){kind=icon}
Client Onboarding
.png){kind=icon}
Team Accountability
.png){kind=icon}
Client Reviews
.png){kind=icon}
Financial Planning
.png){kind=icon}
Tax Prep & Filing
.png){kind=icon}
Employee Onboarding
Recurring Client Service
What's slipping through the cracks?
Hubly's operating system is the key to transforming your financial advisory firm's household experience, making it high-touch and stress-free, even at scale.
Hubly has helped us scale our process significantly by creating easy to follow, scalable workflows to track multiple teams at high level while also providing detailed steps for new team members
Without Hubly we would be stepping on each other's toes. Hubly makes it easy to clearly determine who was responsible for what so that we no longer ask each other about the status of this and that.
My firm was growing at such a fast pace that I was worried about dropping the ball. I had post-it notes everywhere and I was trying to use the current CRM’s workflows, but they just didn’t work for us.
Deliver a consistent client experience at scale
Track client progress from a single hub while providing a repeatable and customizable client experience at scale.
Visibility and accountability across your firm
Get a 1,000 foot view of what is happening across your firm, see what is being worked on by who and track client progress.
.gif)
Maximize efficiency and automation
Free yourself from tedious admin work and get the most productivity out of your work day — so you can focus on your clients.
Hubly helps saves hours on key processes
New client onboarding
Deliver a consistent onboarding experience across your entire firm and onboard multiple clients simultaneously while ensuring nothing is missed.
Meeting prep & follow-up
View a single source of truth to track clients and receive automated reminders when you need schedule a client meeting or follow-up on an action item.
Account opening & money movement
Create a speedy account opening process that is standardized with your custodian so you can service more clients and prevent NIGOs.
Employee training & onboarding
Plug new employees directly into your firm's processes so that they can get up and running quickly and efficiently with minimal hand holding.
Gain visibility across your firm
Get a 1,000 foot view of what is happening across your firm, see what is being worked on and track client progress.
Find what you need for a client at a glance
Stop digging for information. Hubly's Client Card provides a detailed overview of each client relationship.
.png)
Start your day with clarity and purpose
Easily view your team's priorities and focus on what needs your attention without getting lost in the noise.
Building workflows shouldn't be rocket science
Never build a workflow from scratch again with 100+ workflow templates built for financial advisory firms.
.png)
