Jake Milder from Oak street investments

Control Your Client 
Meeting Processes

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Consistent meeting prep and follow-ups

"Right off the bat, our team found that our meeting prep work and follow-up work became more consistent. Hubly’s adaptability allows us to create a system that provides that consistency while still being flexible enough to accommodate each client’s unique needs."

David Shotwell
President, Shotwell Rutter Boer

Migrate from spreadsheet chaos to seamless client meetings

Client Segmentation - Provide top-notch service to each of your segments.

Meeting Preparation - Implement easy standard operating procedures.

Track Follow-Ups - Trigger workflows, track projects, and assign tasks.

Hubly software floating around with client faces, Redtail CRM, and Wealthbox CRM

Bi-Directional CRM Integrations

No more to data re-keying with direct integrations with Redtail and Wealthbox CRM's.

Workflow Template library for financial advisory firms

Workflow Templates Library

Access and customize over 100+ workflow templates designed specifically for advisory firms.

Hubly software showing automatic RMD workflow trigger

Proactive Triggers & Automations

Date based workflow triggers designed to ensure that nothing falls through the cracks.

Unleash the power of effortless financial advisory

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CRM Integration
100+ workflow templates
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