Hubly
Transforming the financial advisory experience, Hubly's operating system streamlines client management and enhances team collaboration. With customizable workflows and a centralized hub, firms can track client progress, onboard clients seamlessly, and minimize administrative tasks. New team members integrate quickly, ensuring accountability and clarity while supporting rapid firm growth.
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Top Hubly Features
- Scalable workflows tracking
- High-level team oversight
- Detailed onboarding processes
- Customizable client experiences
- Single source of truth
- Automated client reminders
- Streamlined account opening
- Fast employee onboarding
- Comprehensive client relationship view
- Team priorities dashboard
- Effortless task delegation
- Workflow templates repository
- Client progress tracking
- Cross-team collaboration clarity
- Minimized administrative tasks
- Enhanced productivity focus
- Consistent client engagement
- Real-time status updates
- Easy integration with custodians
- Multi-client onboarding capabilities
