Hubly

Robo-Advisors & Wealth Management

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This platform streamlines the operations of financial advisory firms by providing a centralized system for managing client interactions, onboarding processes, and team accountability. Key features include customizable workflow templates, automated reminders for meetings and follow-ups, and a extensive client overview, all designed to improve efficiency, reduce administrative burdens, and ensure a consistent client experience, making it ideal for financial advisors and their teams.

Hubly can be found in Robo-Advisors & Wealth Management categories.

The most similar products to Hubly are:

Ahsuite Promoted → Saturn → Plannr → GoalsMapper → Redtail →

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Details

Hubly Main Features

• Client Card
  Access a detailed overview of each client relationship without searching for information.
• Client Meetings
  Track client meetings and get reminders for follow-ups to stay organized.
• Team Priorities
  See your team's tasks easily to know what needs your attention each day.
• CRM Integrations
  Connect with over 100 different CRM systems to streamline your work.
• Compliance Ready
  Ensure your processes meet all necessary compliance requirements.
• Client Onboarding
  Easily onboard new clients with a consistent process that ensures nothing is missed.
• Workflow Templates
  Use 100+ ready-made templates to create workflows without starting from scratch.
• Employee Onboarding
  Help new employees learn your firm's processes quickly and easily.
• Maximize Efficiency
  Reduce time spent on admin tasks so you can focus more on your clients.
• Investment Management
  Manage investments efficiently with clear workflows and accountability.
• Visibility and Accountability
  Get a clear view of what everyone is working on and track client progress.

Hubly Benefits

• Client Reviews
  You can easily track client progress and follow up, ensuring clients feel valued and better.
• Client Onboarding
  Hubly helps onboard new clients smoothly, making sure no important steps are missed.
• Tax Prep & Filing
  It streamlines the tax preparation process, making it faster and reducing mistakes.
• Financial Planning
  Hubly provides a clear view of client needs, helping advisors plan better and serve clients effectively.
• Workflow Templates
  With ready-made templates, creating workflows is easy and saves time.
• Employee Onboarding
  New employees can learn the firm's processes quickly, allowing them to contribute sooner.
• Team Accountability
  It clearly shows who is responsible for each task, so team members know what to do without confusion.
• Recurring Client Service
  Hubly automates reminders for regular client services, ensuring nothing is overlooked.
• Efficiency and Automation
  It reduces time spent on admin tasks, allowing more time to focus on clients.
• Visibility Across the Firm
  You can see what everyone is working on, helping to keep the team organized and focused.

Who should use Hubly?

• Team Leaders
  They can see what everyone is doing and make sure tasks are clear and organized.
• New Employees
  They will learn the firm's processes quickly and start working without much help.
• Business Owners
  They can automate tasks to focus more on clients and grow their business.
• Client Managers
  They can track client progress easily and ensure a smooth experience for all clients.
• Financial Advisors
  They can use Hubly to manage clients better and save time on paperwork.

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