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.
Top Hubly Alternatives
Aidentified
Transforming prospecting for financial services professionals, this AI-driven software enables users to effortlessly identify and connect with ideal prospects.
Plaid
Designed for seamless financial transactions, this platform simplifies account funding, loan repayments, and more.
Naehas Offer Management
This platform empowers financial services firms to create tailored offers with precision, enhancing customer engagement and retention.
Indio Technologies
Indio Technologies transforms the insurance application and renewal process by digitizing forms and streamlining data collection.
PreIPO
This innovative global fintech platform transforms private equity by enhancing distribution and liquidity for pre-IPO investments.
IVANS Markets
IVANS Markets offers a cutting-edge solution for managing commercial lines appetite and eligibility information.
Trade Unafraid
By automating trade plans, users can confidently navigate the market, maximizing profit potential while minimizing...
AMS360
By facilitating real-time access to crucial data, it enables teams to improve client communication and...
GoldenBasis
Equipped with robust APIs, it seamlessly integrates with existing systems, enhancing operational efficiency...
Applied TAM
The platform offers an interactive tool to create custom tech stacks, enhancing agency operations...
ETNA Stock Trading API
With ready-made libraries for popular programming languages, it integrates seamlessly into existing systems...
Accounting CS
Its cloud-based platform allows real-time collaboration and flexible client management, enabling multiple users to work...
Financial Oxygen
With G-CLIP, users can deploy excess funds into cash-equivalent investments while leveraging an intuitive analytics...
QQCatalyst
It automates client and policy data management, enhances customer relationships, and facilitates growth through targeted...
Adaptive Bank in a Box (BiaB)
It features the Adaptive Business Function Model (ABFM) to outline essential banking activities and the...
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
Top Hubly Alternatives
- Aidentified
- Plaid
- Naehas Offer Management
- Indio Technologies
- PreIPO
- IVANS Markets
- Trade Unafraid
- AMS360
- GoldenBasis
- Applied TAM
- ETNA Stock Trading API
- Accounting CS
- Financial Oxygen
- QQCatalyst
- Adaptive Bank in a Box (BiaB)
