Hubly | Insight Dashboards

Hubly Insight Dashboards unlock real-time data across your financial advisory firm — so you can make informed decisions that drive your success.

Visually track client meetings for an instant overview of who you've contacted this year, and who you still need to reach out to.

See who is being over- or under-utilized in your firm to improve productivity, manage workloads and make informed hiring decisions.

Identify bottlenecks before they reach your clients, fix inefficient processes, and improve your client service and forecasting.