Hubly is a process management system designed specifically for financial advisory firms, allowing them to deliver a high-touch, stress-free customer experience at scale. With Hubly, advisors can track client progress, automate reminders for next tasks, and gain visibility of activity across their firm, ensuring that nothing slips through the cracks.
By providing efficiency and visibility, Hubly enables advisors to deliver a consistent client experience at scale, while maximizing efficiency and saving hours on key processes such as client onboarding, client review meetings, money movement account opening, and employee onboarding. With Hubly, financial advisors can reimagine practice management, providing a high-touch, stress-free experience for their clients and ensuring that nothing is missed.
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