Hubly

myhubly.com

Hubly is a workflow management tool designed specifically for financial advisory firms, enabling them to streamline their processes and enhance client service. By providing over 100 customizable workflow templates and seamless CRM integrations, Hubly allows firms to manage client onboarding, meetings, and financial planning efficiently. The platform's focus on visibility and accountability helps teams work collaboratively, ensuring that no tasks fall through the cracks. With a commitment to transforming the client experience, Hubly positions itself as a vital tool for financial advisors looking to scale their operations without compromising service quality.