\ \ Technology\ \ AI in WealthTech for the Middle and Back Office: Our Top Three Predictions for 2026\ \ AI has already changed how middle- and back-office staff work. While we don’t have a crystal ball, we do have a solid understanding of where we are and where we’re headed. Here’s what we expect to come to the fore.\ \ .jpg)\ \ Louis Retief\ \ March 24, 2026](/content/blog/whats-next-for-ai-in-wealthtech/index.html)
\ \ Updates\ \ Docupace Acquires InvestEdge; Appoints Data & Analytics Veteran Brian Filanowski as CEO\ \ Strategic acquisition strengthens Docupace’s position as one of the industry’s most comprehensive back-office platform providers. With proven expertise in financial risk technology and multi-platform management, Brian Filanowski is well-positioned to lead Docupace’s next phase of growth and innovation.\ \ \ \ Ryan George\ \ February 25, 2026](/content/blog/docupace-acquires-investedge-appoints-brian-filanowski-as-ceo/index.html)
\ \ Your Firm Is Losing Warm Prospects, and the Culprit Is Not Your Pitch \ \ May 20, 2026\ \ Practice Management](/content/blog/your-firm-is-losing-warm-prospects-and-the-culprit-is-not-your-pitch/index.html)
\ \ Meet the 2026 Back Office Heroes — Built on Workflows, Driven by People \ \ May 19, 2026\ \ Updates](/content/blog/meet-the-2026-back-office-heroes-built-on-workflows-driven-by-people/index.html)
\ \ Why Your Firm Keeps Getting Overlooked (And What to Do About It) \ \ May 8, 2026\ \ Technology](/content/blog/why-your-firm-keeps-getting-overlooked-and-what-to-do-about-it/index.html)
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Recent Blogs
\ \ Practice Management\ \ Your Firm Is Losing Warm Prospects, and the Culprit Is Not Your Pitch \ \ May 20, 2026\ \ Analyzing where and when communication breaks down and learning how to implement consistent touchpoints are ways modern firms can drastically improve conversion rates and build stronger client relationships.\ \ \ \ Keilea Lindberg](/content/blog/your-firm-is-losing-warm-prospects-and-the-culprit-is-not-your-pitch/index.html)
\ \ Updates\ \ Meet the 2026 Back Office Heroes — Built on Workflows, Driven by People \ \ May 19, 2026\ \ Hubly congratulates the 2026 Back Office Heroes Award winners, including this year's Workflow Wizard, Shannon Beahan of Lindsey & Lindsey Wealth Management.\ \ \ \ Kristin Manning](/content/blog/meet-the-2026-back-office-heroes-built-on-workflows-driven-by-people/index.html)
\ \ Technology\ \ Why Your Firm Keeps Getting Overlooked (And What to Do About It) \ \ May 8, 2026\ \ When someone searches your name and finds a quote in a respected publication or a podcast episode where you're speaking clearly about a niche you actually own, that stacks differently than a sponsored post. That kind of credibility is earned, not bought.\ \ \ \ Nora Gallegos](/content/blog/why-your-firm-keeps-getting-overlooked-and-what-to-do-about-it/index.html)
\ \ Practice Management\ \ Using Client Feedback as a Catalyst for Evolution \ \ April 28, 2026\ \ A practical guide to building a feedback system that actually changes how your firm operates.\ \ \ \ Heather Lyon](/content/blog/using-client-feedback-as-a-catalyst-for-evolution/index.html)
\ \ Operations\ \ How To Plan a Client Appreciation Event \ \ April 22, 2026\ \ There is a reason some client appreciation events become the thing clients mention at every meeting for the next two years — and others disappear from memory before the valet pulls around.\ \ \ \ Kristin Manning](/content/blog/how-to-plan-a-client-appreciation-event/index.html)
\ \ Operations\ \ Behavioral Science Reveals How Clients Judge Your Firm \ \ April 16, 2026\ \ Humans form a first impression in roughly 100 milliseconds, according to the National Library of Medicine. That means before a prospect reads your ADV, meets your team, or reviews a single proposal, their brain has already reached a conclusion about your competence, trustworthiness, and professionalism. \ \ \ \ Eric Peters](/content/blog/behavioral-science-reveals-how-clients-judge-your-firm/index.html)
Operations
\ \ Operations\ \ How To Plan a Client Appreciation Event\ \ There is a reason some client appreciation events become the thing clients mention at every meeting for the next two years — and others disappear from memory before the valet pulls around.\ \ \ \ Kristin Manning](/content/blog/how-to-plan-a-client-appreciation-event/index.html)
\ \ Operations\ \ Behavioral Science Reveals How Clients Judge Your Firm\ \ Humans form a first impression in roughly 100 milliseconds, according to the National Library of Medicine. That means before a prospect reads your ADV, meets your team, or reviews a single proposal, their brain has already reached a conclusion about your competence, trustworthiness, and professionalism. \ \ \ \ Eric Peters](/content/blog/behavioral-science-reveals-how-clients-judge-your-firm/index.html)
\ \ Operations\ \ Your Team Is Working Hard. Here Is How to Make Sure That Work Actually Scales.\ \ Most firms are in growth mode. But that forward momentum often comes at a cost of burnout. \ \ \ \ Jennifer Schwartz](/content/blog/your-team-is-working-hard-here-is-how-to-make-sure-that-work-actually-scales/index.html)
\ \ Operations\ \ Why Growth Breaks Down After the First Yes\ \ Lead generation is often a top challenge for advisors, but it can be the difference between an average firm and an industry leader. \ \ \ \ Kristin Manning](/content/blog/why-growth-breaks-down-after-the-first-yes/index.html)
\ \ Operations\ \ How to Run a Surge Meeting Season Without Overloading Your Ops Team\ \ Surge meetings can be a boon to practices looking to tighten up operations, boost productivity and deliver exceptional client experiences.\ \ \ \ Nora Gallegos](/content/blog/how-to-run-a-surge-meeting-season-without-overloading-your-ops-team/index.html)
\ \ Operations\ \ When Compliance Is Part of Daily Work\ \ When compliance is embedded into everyday workflows, it stops feeling reactive. It becomes a stabilizing force rather than a constant interruption.\ \ \ \ Jennifer Schwartz](/content/blog/when-compliance-is-part-of-daily-work/index.html)
Technology
\ \ Technology\ \ Why Your Firm Keeps Getting Overlooked (And What to Do About It)\ \ When someone searches your name and finds a quote in a respected publication or a podcast episode where you're speaking clearly about a niche you actually own, that stacks differently than a sponsored post. That kind of credibility is earned, not bought.\ \ \ \ Nora Gallegos](/content/blog/why-your-firm-keeps-getting-overlooked-and-what-to-do-about-it/index.html)
\ \ Technology\ \ Build a Scalable Advisory Firm Without Sacrificing the Client Experience\ \ Savvy advisors and teams invest in solutions that handle the repetitive, administrative tasks, so they have more time and energy to focus on client success. When technology operates seamlessly in the background, you have the bandwidth to build deeper relationships.\ \ \ \ Ariel Golarte](/content/blog/build-a-scalable-advisory-firm-without-sacrificing-the-client-experience/index.html)
\ \ Technology\ \ AI in WealthTech for the Middle and Back Office: Our Top Three Predictions for 2026\ \ AI has already changed how middle- and back-office staff work. While we don’t have a crystal ball, we do have a solid understanding of where we are and where we’re headed. Here’s what we expect to come to the fore.\ \ .jpg)\ \ Louis Retief](/content/blog/whats-next-for-ai-in-wealthtech/index.html)
\ \ Technology\ \ Why Clear Processes Create More Personal Client Experiences\ \ When processes are well defined and work is visible, advisors can focus on listening, anticipating needs and showing up prepared for every interaction.\ \ \ \ Scott Willette](/content/blog/why-clear-processes-create-more-personal-client-experiences/index.html)
\ \ Technology\ \ How Integrated Tech Helps Firms Strengthen Compliance and Client Experience\ \ Advisory firms face growing complexity. Between compliance, data management and client expectations, it’s easy for details to slip through the cracks. The right technology changes that. \ \ \ \ Mike Smigie](/content/blog/how-integrated-tech-helps-firms-strengthen-compliance-and-client-experience/index.html)
\ \ Technology\ \ 5 Key Metrics Every Advisory Team Should Track to Work Smarter\ \ When advisors can see what needs attention, automate repetitive tasks and measure outcomes in real time, they are able to serve more clients and deliver a better experience without increasing workload.\ \ \ \ Heather Lyon](/content/blog/5-key-metrics-every-advisory-team-should-track-to-work-smarter/index.html)
Practice Management
\ \ Practice Management\ \ Your Firm Is Losing Warm Prospects, and the Culprit Is Not Your Pitch\ \ Analyzing where and when communication breaks down and learning how to implement consistent touchpoints are ways modern firms can drastically improve conversion rates and build stronger client relationships.\ \ \ \ Keilea Lindberg](/content/blog/your-firm-is-losing-warm-prospects-and-the-culprit-is-not-your-pitch/index.html)
\ \ Practice Management\ \ Using Client Feedback as a Catalyst for Evolution\ \ A practical guide to building a feedback system that actually changes how your firm operates.\ \ \ \ Heather Lyon](/content/blog/using-client-feedback-as-a-catalyst-for-evolution/index.html)
\ \ Practice Management\ \ Your Best Referral Source is Already a Client\ \ Most advisors treat referrals as a marketing activity. They schedule the ask, practice the language and wait for the right opening. That approach puts the focus in the wrong place.\ \ \ \ Lara Ingram](/content/blog/your-best-referral-source-is-already-a-client/index.html)
\ \ Practice Management\ \ A Practical Playbook for Guiding Clients Through Life Changes\ \ Money is deeply emotional and often has big feelings attached. Financial advisors are uniquely positioned not just to manage money but also to guide clients through the emotional and practical complexities of life transitions. The key? Being proactive, empathetic and personal.\ \ \ \ Sienna Hunter](/content/blog/a-practical-playbook-for-guiding-clients-through-life-changes/index.html)
\ \ Practice Management\ \ The Brand Guide Is Step One. Consistent Execution Is the Real Challenge.\ \ A comprehensive brand guide steers your firm’s visual and verbal identity, so you show up consistently across all channels. A strong brand guide is more than skin deep. It’s your brand DNA. It can reduce internal friction and confusion, helping you stand out in a competitive market.\ \ \ \ Ashley Treangen](/content/blog/the-brand-guide-is-step-one-consistent-execution-is-the-real-challenge/index.html)
\ \ Practice Management\ \ How Coastline Wealth Management’s Investment in Hubly Paid Dividends\ \ There’s a better way to approach client engagement and data management. Workflow automation and process management can drive scalability and efficiency for advisory firms like Coastline Wealth Management, and it all begins with Hubly.\ \ .jpg)\ \ Louis Retief](/content/blog/how-coastline-wealth-managements-investment-in-hubly-paid-dividends/index.html)
Updates
\ \ Updates\ \ Meet the 2026 Back Office Heroes — Built on Workflows, Driven by People \ \ May 19, 2026\ \ Hubly congratulates the 2026 Back Office Heroes Award winners, including this year's Workflow Wizard, Shannon Beahan of Lindsey & Lindsey Wealth Management.\ \ \ \ \ \ Kristin Manning](/content/blog/meet-the-2026-back-office-heroes-built-on-workflows-driven-by-people/index.html)
\ \ Updates\ \ Docupace Acquires InvestEdge; Appoints Data & Analytics Veteran Brian Filanowski as CEO \ \ February 25, 2026\ \ Strategic acquisition strengthens Docupace’s position as one of the industry’s most comprehensive back-office platform providers. With proven expertise in financial risk technology and multi-platform management, Brian Filanowski is well-positioned to lead Docupace’s next phase of growth and innovation.\ \ \ \ \ \ Ryan George](/content/blog/docupace-acquires-investedge-appoints-brian-filanowski-as-ceo/index.html)
\ \ Updates\ \ Docupace Accelerates Market Leadership with Strategic Acquisition of Hubly \ \ March 11, 2025\ \ Acquisition Strengthens and Expands Company’s Software Solutions that Solve Workflow and Collaboration Challenges Across Wealth Management Firms\ \ \ \ .jpg)\ \ Louis Retief\ \ 5](/content/blog/docupace-accelerates-market-leadership-with-strategic-acquisition-of-hubly/index.html)
\ \ Updates\ \ XY Planning Network and Hubly Evolve Partnership for Enhanced Value\ \ Press release announcing Hubly and XY Planning Networks extended 3-year partnership agreement, embodying their sustained dedication to the success of financial advisory firms\ \ \ \ .jpg)\ \ Louis Retief\ \ 3](/content/blog/xy-planning-network-and-hubly-evolve-partnership-for-enhanced-value/index.html)
\ \ Updates\ \ Hubly Unveils Partner Workflows, Creating a Platform Featuring the Best Workflows in the RIA Industry\ \ Designed to help TAMPs, custodians, broker-dealers, networks, fintech partners and others share best practices with the growing community of Hubly users.\ \ \ \ \ \ Tessa Elliott\ \ 4 min to read](/content/blog/partner-workflows-platform-featuring-best-workflows-ria-industry/index.html)
\ \ Updates\ \ A Look Back on a Year of Growth, Celebrations and Lessons\ \ Thank you for allowing us to grow along with you, and trusting us to help you deliver an exceptional experience to your clients. \ \ \ \ \ \ Tessa Elliott\ \ 4 min to read](/content/blog/look-back-on-2022/index.html)
Hubly in the News
\ \ April 17, 2026\ \ WealthManagement.com\ \ WealthManagement.com Features Richard Thoeny and Louis Retief’s Top AI Predictions for Wealth Management in 2026\ \ In an interview with WealthManagement.com, PreciseFP’s Richard Thoeny and Hubly’s Louis Retief shared their predictions for how AI will transform wealth management operations in 2026, highlighting the rise of intelligent automation, scalable back-office infrastructure and AI-powered workflows designed to reduce operational friction and improve advisor efficiency.](https://www.wealthmanagement.com/artificial-intelligence/ai-trends-reshaping-wealth-management-in-2026)
\ \ February 2, 2026\ \ Digital Wealth News\ \ Digital Wealth News’ Advisor Tech Talk Notes Docupace Solutions Deliver Major Productivity Gains for Advisors\ \ In the Advisor Tech Talk Week of 2/3/26 roundup, Digital Wealth News reported that Docupace solutions PreciseFP and Hubly helped wealth management firms eliminate over 200,000 hours of manual work and automate roughly 4 million tasks in 2025, significantly boosting advisor productivity and engagement.](https://dwealth.news/2026/02/advisor-tech-talk-week-of-2-3-26/)
\ \ January 30, 2026\ \ InvestmentNews\ \ InvestmentNews Spotlights Docupace’s 200,000-Hour Productivity Windfall for PreciseFP and Hubly Users\ \ As reported by InvestmentNews, Docupace solutions PreciseFP and Hubly helped advisory firms reclaim more than 200,000 hours in 2025 by automating nearly 4 million workflows and significantly reducing manual data entry and administrative tasks across wealth management operations.](https://www.investmentnews.com/fintech/fintech-bytes-docupace-boasts-200000-hour-windfall-for-precisefp-and-hubly-users-in-2025/265080)
\ \ January 30, 2026\ \ AdvisorHub\ \ AdvisorHub Covers How Docupace Solutions Are Helping Advisors Save 200,000+ Hours with AI-Driven Automation\ \ As reported by AdvisorHub, Docupace solutions PreciseFP and Hubly are transforming wealth management operations by leveraging AI-driven data gathering and workflow automation to eliminate manual processes and help advisory firms reclaim more than 200,000 hours of productivity.](https://www.advisorhub.com/resources/advisory-platforms-report-200000-hours-saved-through-ai-driven-data-automation/)
\ \ January 30, 2026\ \ WealthManagement.com\ \ WealthStack Roundup Features Docupace, PreciseFP and Hubly Advancing Advisor Productivity Through with AI-Powered Workflow Automation\ \ Multiple fintech firms announce new AI integrations while Docupace subsidiaries eliminate over 200,000 hours of manual work across advisor platforms.](https://www.wealthmanagement.com/artificial-intelligence/wealthstack-roundup-finny-partners-with-osaic)
\ \ January 29, 2026\ \ ThinkAdvisor\ \ ThinkAdvisor Highlights How Docupace Automation Software Is Driving Major Productivity Gains for Wealth Management Firms\ \ Docupace’s AI-powered automation platforms, PreciseFP and Hubly, significantly boosted productivity in 2025 by automating roughly 4 million tasks and saving financial advisors more than 200,000 hours of manual work, translating into tens of millions in efficiency gains.](https://www.thinkadvisor.com/2026/01/29/automation-software-boosts-industry-productivity-docupace/?amp=1)
Operations Blogs
\ \ Operations\ \ Digital Workflows vs Paper Processes: What Forward-Thinking Firms Choose in 2025\ \ The question is not whether firms should go digital; it is how far behind they can afford to fall if they do not.\ \ \ \ Nora Gallegos](/content/blog/digital-workflows-vs-paper-processes-what-forward-thinking-firms-choose-in-2025/index.html)
\ \ Operations\ \ Why Outdated Processes Break and How to Build a Firm That Runs Smoothly\ \ Building a process that holds up means giving everyone the same structure, accountability and clarity from day one. Here is how you can strengthen your firm’s operations and deliver a consistent client experience that scales.\ \ \ \ Jennifer Schwartz](/content/blog/why-outdated-processes-break-and-how-to-build-a-firm-that-runs-smoothly/index.html)
\ \ Operations\ \ Scaling Smarter: The Competitive Edge of Intelligent Document Management in Wealth Management\ \ Discover how Hubly and Docupace connect intelligent document management with automated workflows to help advisory firms scale, stay compliant, and serve clients better.\ \ \ \ Ryan George](/content/blog/scaling-smarter-the-competitive-edge-of-intelligent-document-management-in-wealth-management/index.html)
\ \ Operations\ \ The Hidden Power of Onboarding in Wealth Management\ \ Onboarding isn’t paperwork — it’s the first service you deliver. Discover how digital onboarding builds trust and loyalty in wealth management.\ \ \ \ Kristin Manning](/content/blog/the-hidden-power-of-onboarding-in-wealth-management/index.html)
\ \ Operations\ \ The 2025 Playbook: How Advisory Firms Can Win the Future\ \ Get the 2025 playbook for advisory firms: succession, personalization, AI, M&A, and team evolution—why execution is the new competitive edge.\ \ \ \ Ryan George](/content/blog/the-2025-playbook-how-advisory-firms-can-win-the-future/index.html)
\ \ Operations\ \ How Smart Workflow Systems Make New Account Opening Easier for Everyone\ \ Firms today are looking for more than just digital paperwork. Here is what modern account opening looks like when operations and experience are both done right.\ \ \ \ Lara Ingram](/content/blog/how-smart-workflow-systems-make-new-account-opening-easier-for-everyone/index.html)
\ \ Operations\ \ Transform Your Audit Prep into a Scalable Workflow\ \ Why Compliance Readiness Should Be Part of Your Operations Strategy\ \ \ \ Mike Crupi](/content/blog/transform-your-audit-prep-into-a-scalable-workflow/index.html)
\ \ Operations\ \ Looking To Grow Your Firm? Try These 5 Strategies\ \ These five strategies are designed to help you grow intentionally, improve client satisfaction, and reduce internal friction.\ \ \ \ Michael Vossler](/content/blog/looking-to-grow-your-firm-try-these-5-strategies/index.html)
\ \ Operations\ \ Don’t Let NIGO Errors Keep You Up at Night\ \ Let’s look at the five most common NIGO mistakes and how to stop them at the source.\ \ \ \ Judie Endenann](/content/blog/dont-let-nigo-errors-keep-you-up-at-night/index.html)
\ \ Operations\ \ Overwhelmed by Robo-Advisors? Focus on Humanness\ \ If your team is looking to deliver scalable, high-touch service that sets you apart, here are three ways to lean into what makes your firm human.\ \ \ \ Sarah Sciandra](/content/blog/overwhelmed-by-robo-advisors-focus-on-humanness/index.html)
\ \ Operations\ \ Who is Your Back Office Hero?\ \ This year, we are celebrating the people who power the process with Back Office Hero Day, an annual tradition that recognizes the real MVPs of the wealth management world.\ \ \ \ Kristin Manning](/content/blog/who-is-your-back-office-hero/index.html)
\ \ Operations\ \ Email Best Practices for Advisors\ \ They filled out your form… now what?\ \ \ \ Ashley Treangen](/content/blog/email-best-practices-for-advisors/index.html)
\ \ Operations\ \ Webinar Hosting Best Practices\ \ With more people craving real-time insights and live interaction, webinars have become one of the most effective tools for connecting with an audience.\ \ \ \ Nora Gallegos](/content/blog/webinar-hosting-best-practices/index.html)
.jpg)\ \ Operations\ \ How I Learned to Stop Worrying and Love Doing My Taxes (Well, Maybe Not Love)\ \ I became self-employed by accident — and spent years avoiding taxes. Here's what advisors can learn from me.\ \ .jpg)\ \ Tim Welsh\ \ 6 min to read](/content/blog/how-i-learned-to-love-doing-my-taxes/index.html)
\ \ Operations\ \ How to Create Operational Excellence to Help your Advisory Firm Thrive\ \ A guide to taking the first steps towards creating operational excellence within your financial advisory firm. \ \ \ \ Ron Gorodetsky\ \ 3 min to read](/content/blog/how-to-create-operational-excellence-advisory-firm/index.html)
\ \ Operations\ \ Why to Not Avoid Operational Excellence in Your Wealth Management Firm\ \ Operational excellence is crucial for your wealth management firm's success and imperative to scale. Learn the benefits that operational excellence can have on your firm and why you can't afford to avoid it. \ \ \ \ Ron Gorodetsky\ \ 6 min to read](/content/blog/wealth-management-firm-operational-excellence/index.html)
.png)\ \ Operations\ \ Why Scaling Your Firm has More to do with Your Back Office Than You Think\ \ There is a new focus in advisor technology to drive business process automation, digitally transform the client experience, and keep back office workers happy and productive.\ \ .jpg)\ \ Louis Retief\ \ 10 min to read](/content/blog/scaling-advisory-firm-back-office/index.html)
.png)\ \ Operations\ \ Back Office Hero Sonya Spake\ \ Sonya served in a medical office where she gained a lot of experience in client service. Now, she is a superstar administrative tax assistant and office manager who uses her prowess to bring her joy in her every day work with the clients at her firm. \ \ \ \ Tessa Elliott\ \ 6 min to read](/content/blog/back-office-hero-sonya-spake/index.html)
\ \ Operations\ \ Behind Every Great Advisor is an Even Greater Operations Team, Find Out Why\ \ Hubly analyzed 60,000+ workflows managed by 100+ RIA firms and discovered that the majority of tasks and workflows are completed by back office employees.\ \ \ \ Olivia Law\ \ 5 min to read](/content/blog/behind-every-great-advisor-operations-team/index.html)
\ \ Operations\ \ Back Office Hero Becki Johnson\ \ Becki is a superhero as a caring mother of four, a dedicated homeschool teacher, and a phenomenal and productive Administrative Assistant. According to monthly tasks completed in Hubly, Becki is one of the top 10 back office workers in Hubly.\ \ \ \ Tessa Elliott\ \ 6 min to read](/content/blog/back-office-hero-becki-johnson/index.html)
\ \ Operations\ \ Back Office Hero Alison Miller\ \ Alison Miller was a Pre Dental Student when she realized she was more passionate about personal finance. She now works as a Client Service Associate and is working towards becoming a Certified Financial Planner™. \ \ \ \ Tessa Elliott\ \ 10 min to read](/content/blog/back-office-hero-alison-miller/index.html)
\ \ Operations\ \ Back Office Hero Melanie Minick\ \ Melanie has only worked in financial services for less than a year and is already a top back office worker according to the work she's completed in Hubly. She has picked up Hubly quicker than you can drink your coffee in the morning and in less than a year is already a super-user!\ \ \ \ Tessa Elliott\ \ 6 min to read](/content/blog/back-office-hero-melanie-manick/index.html)
\ \ Operations\ \ 3 Steps To Fix Workflows for Financial Advisors\ \ Bad workflows can do more harm than good. These three simple steps will fix your workflows so you can run your business effectively. \ \ \ \ Ron Gorodetsky\ \ 12 min to read](/content/blog/steps-fix-workflows-financial-advisors/index.html)
Workflow Blogs
\ \ Technology\ \ Compliance in the Age of AI: What Every Advisory Firm Needs to Know\ \ Advisory firms that succeed are the ones that can innovate without losing control of their processes. \ \ \ \ Mike Zebrowski](/content/blog/compliance-in-the-age-of-ai-what-every-advisory-firm-needs-to-know/index.html)
\ \ Technology\ \ Build Communication Workflows That Strengthen Every Client Relationship\ \ The best advisors use structure to create meaningful and repeatable communication. Here’s how to understand your clients’ preferences and build stronger, more organized relationships across your firm.\ \ \ \ Heather Lyon](/content/blog/build-communication-workflows-that-strengthen-every-client-relationship/index.html)
\ \ Technology\ \ How Top Firms Choose the Right Tech for Growth\ \ For growing advisory firms, technology choices define how smoothly the business runs. The challenge is knowing when to invest in a proven platform and when to build something custom to fit your unique workflows. \ \ \ \ Judie Endenann](/content/blog/how-top-firms-choose-the-right-tech-for-growth/index.html)
\ \ Technology\ \ Build vs Buy in Wealthtech: How Firms Actually Win\ \ This guide explains why internal development falls short, how partnerships close the gap, and what a practical path forward looks like.\ \ \ \ Matt Paulsen](/content/blog/build-vs-buy-in-wealthtech-how-firms-actually-win/index.html)
\ \ Technology\ \ Why Building Tech Is Slowing Advisors Down — and What to Do Instead\ \ Building in-house technology might feel strategic, but it’s often a costly distraction. Discover why top advisory firms are choosing to buy proven workflow solutions like Hubly — and how it’s helping them scale faster, serve clients better, and stay focused on growth.\ \ \ \ Ryan George](/content/blog/why-building-tech-is-slowing-advisors-down-and-what-to-do-instead/index.html)
\ \ Technology\ \ Why Smart Workflows Help RIAs Scale Faster\ \ Adopting workflow technology that is flexible, scalable and easy to use is no longer optional. It is a key driver of growth, advisor satisfaction and long term client retention.\ \ \ \ Amanda Gonzales](/content/blog/why-smart-workflows-help-rias-scale-faster/index.html)
\ \ Technology\ \ Why Building Your Own Advisory Software Rarely Pays Off\ \ The question is not whether firms should use technology, but whether they should build it in-house or rely on trusted solutions. \ \ \ \ Leon Weiss](/content/blog/why-building-your-own-advisory-software-rarely-pays-off/index.html)
\ \ Technology\ \ Insights on Demand: 8 Podcasts To Follow\ \ Whether you are building your first set of workflows or trying to streamline what you already have, these eight podcasts can help you think more strategically about how your firm runs day to day. \ \ \ \ Nora Gallegos](/content/blog/insights-on-demand-8-podcasts-to-follow/index.html)
\ \ Technology\ \ Operational Visibility Starts with Data\ \ This guide outlines how to extract value from the data your firm already has, helping you pinpoint inefficiencies, understand client behavior, and implement workflows that scale.\ \ \ \ Caitlynn Bowers](/content/blog/operational-visibility-starts-with-data/index.html)
\ \ Technology\ \ Six Manual Tasks That Are Slowing Down Your Firm’s Growth\ \ Here are six places where your firm may be leaking time and capacity and how automation can help you get it back.\ \ \ \ Jen Clark](/content/blog/six-manual-tasks-that-are-slowing-down-your-firms-growth/index.html)
\ \ Technology\ \ Six ChatGPT Prompts to Simplify Tax Prep for Financial Advisors\ \ Want to avoid some of the admin work around tax prep? Here are a few ChatGPT prompts to get you started.\ \ .jpg)\ \ Tim Welsh\ \ 4 min to read](/content/blog/chatgpt-prompts-tax-prep/index.html)
.jpg)\ \ Technology\ \ Everything Financial Advisors Need To Know About PII\ \ Your clients trust you with some of their most important information. Here's what you need to know about your legal and professional obligations.\ \ \ \ Theodore Stavetski\ \ 6 min to read](/content/blog/financial-advisors-pii-guide/index.html)
.jpg)\ \ Technology\ \ Ten Ways Hubly Is Different From Your Financial Services CRM\ \ With Hubly being the first — and only — process management software purpose-built for the financial advisory industry, we get asked a lot of questions. Two that come up often are “How is Hubly different from my financial services CRM?” and “What can it do that I can’t already do with Redtail or Wealthbox?”\ \ \ \ Tessa Elliott\ \ 5 min to read](/content/blog/financial-services-crm/index.html)
\ \ Technology\ \ New SEC Cybersecurity Rules: What They Mean and How to Prep\ \ The SEC recently proposed a new set of cybersecurity rules and requirements for advisors and funds. Here’s what you need to know.\ \ \ \ Theodore Stavetski\ \ 8 min to read](/content/blog/new-sec-cybersecurity-rules/index.html)
\ \ Technology\ \ How to Avoid Regulatory Risk Around Fee-Based Billing\ \ Fee-based planners have special compliance requirements that most generic billing systems can't meet.\ \ .jpg)\ \ Tim Welsh\ \ 4 min to read](/content/blog/fee-based-billing-compliance-advicepay/index.html)
.jpg)\ \ Technology\ \ Five Questions for Redtail’s David Mehlhorn\ \ We asked Redtail's VP of Business Development for his thoughts on the current state of the CRM app ecosystem. Here's how he responded. \ \ .jpg)\ \ Tim Welsh\ \ 5 min to read](/content/blog/five-questions-redtail/index.html)
\ \ Technology\ \ Next-Level Tech: A Conversation with SEI's Shauna Mace\ \ We sat down with SEI's Shauna Mace to talk building a next-level advisortech stack\ \ .jpg)\ \ Tim Welsh\ \ 8 min to read](/content/blog/next-level-tech-shauna-mace/index.html)
\ \ Technology\ \ How to Improve Data Collection and Sync With Your CRM\ \ Client data collection is time-consuming and error-prone. And once data has been collected, getting it into your CRM is a manual process.\ \ .jpg)\ \ Tim Welsh\ \ 4 min to read](/content/blog/improve-data-collection/index.html)
\ \ Technology\ \ How Hubly’s Innovative Workflow Management Software is Built for Financial Advisory Firms\ \ Trying to manage clients and firm activity with spreadsheets, notes, CRM tasks, and calendar reminders is clunky and inefficient. Hubly's powerful workflow management software is the solution that the financial services industry has been waiting for. \ \ \ \ Meghan Rutherford\ \ 4 min to read](/content/blog/how-hublys-innovative-workflow-management-software-is-built-for-financial-advisory-firms/index.html)
\ \ Technology\ \ Easy Workflows, Powerful Task Tracking\ \ Read Bob Veres' Inside Information article about how Hubly's practice management software adds workflow creation and automation to your CRM as well as additional office management features.\ \ \ \ Bob Veres\ \ 10 min read](/content/blog/easy-workflows-powerful-task-tracking/index.html)
\ \ Technology\ \ Hubly’s Best Time Saving Software Integrations for Financial Advisors\ \ The demand for knowledge-based work isn’t going away, but to truly enable those who provide it to take full advantage of their time, it’s necessary for them to utilize software and its time-saving automations.\ \ \ \ James Wheadon\ \ 5 min read](/content/blog/best-software-integrations-financial-advisor/index.html)
Business Blogs
\ \ Practice Management\ \ What the Most Effective Client Meetings Have in Common\ \ The most meaningful thing an advisor can do for a client is make them feel genuinely understood. Here are four ways to build that into how your firm works.\ \ \ \ Mary Nelson](/content/blog/what-the-most-effective-client-meetings-have-in-common/index.html)
\ \ Practice Management\ \ Why Your Clients Trust You Less Than You Think (And What to Do About It)\ \ Here are five operational touchpoints that quietly determine whether clients stay, refer and grow with your firm.\ \ \ \ Nora Gallegos](/content/blog/why-your-clients-trust-you-less-than-you-think-and-what-to-do-about-it/index.html)
\ \ Practice Management\ \ Marketing for Advisory Firms in 2026 Requires Operational Alignment\ \ Marketing inside advisory firms looks different than it did even five years ago. \ \ \ \ Ashley Treangen](/content/blog/marketing-for-advisory-firms-in-2026-requires-operational-alignment/index.html)
\ \ Practice Management\ \ Why Client Segmentation Deserves a Rethink\ \ Many advisors are serving clients who drain energy while overlooking others who are easier to work with, more aligned with advice or more likely to grow with the firm over time. Naturally, better segmentation starts by looking beyond the balance sheet.\ \ \ \ Nora Gallegos](/content/blog/why-client-segmentation-deserves-a-rethink/index.html)
\ \ Practice Management\ \ How Operational Transparency Builds Client Confidence\ \ Operational transparency plays a critical role in building that trust. Transparency turns uncertainty into confidence and strengthens relationships over time.\ \ \ \ Judie Endenann](/content/blog/how-operational-transparency-builds-client-confidence/index.html)
\ \ Practice Management\ \ The Workflows That Help New Team Members Succeed Faster\ \ Starting a new role in a wealth management firm can feel overwhelming. The fastest way to help new team members build confidence is not more documentation. It is clear workflows. \ \ \ \ Chris Tranchina](/content/blog/the-workflows-that-help-new-team-members-succeed-faster/index.html)
\ \ Practice Management\ \ Reducing Errors While Keeping Work Human\ \ When teams know exactly what needs to happen, who owns it and when it is complete, work becomes more accurate and less stressful. Structure creates space for human judgment, not the other way around.\ \ \ \ Lara Ingram](/content/blog/reducing-errors-while-keeping-work-human/index.html)
\ \ Practice Management\ \ Why Client Breakups Happen\ \ Strengthening retention means understanding where relationships break down and using structure, visibility and accountability to prevent those moments from happening.\ \ \ \ Amanda Gonzales](/content/blog/why-client-breakups-happen/index.html)
\ \ Practice Management\ \ Common Retirement Myths Advisors Hear Every Day\ \ Financial advisors spend their careers helping clients plan for a confident future. Yet even with clear guidance, persistent myths about retirement planning continue to surface. \ \ \ \ Andrew Claussen](/content/blog/common-retirement-myths-advisors-hear-every-day/index.html)
\ \ Practice Management\ \ When Finances Create Friction: How Advisors Can Support Couples\ \ Money is one of the most common sources of stress in relationships. Advisors often find themselves witnessing these struggles up close. Here are a few ways to guide couples through financial tension while keeping the planning process productive.\ \ \ \ Mike Crupi](/content/blog/when-finances-create-friction-how-advisors-can-support-couples/index.html)
\ \ Practice Management\ \ The Ideal Client Experience? Convenient, Personalized and Digital\ \ Modern advisory firms are realizing that a better client experience starts behind the scenes — with organized workflows, accountability across the team and reliable systems that ensure nothing falls through the cracks. Here are five qualities clients value most in a smooth, dependable financial experience.\ \ \ \ Chris Tranchina](/content/blog/the-ideal-client-experience-convenient-personalized-and-digital/index.html)
\ \ Practice Management\ \ 7 Questions You Should Ask in a New Client Intake\ \ The right intake questions give you more than data. Here are seven questions every advisor should include in a modern onboarding process.\ \ \ \ Michael Vossler](/content/blog/7-questions-you-should-ask-in-a-new-client-intake/index.html)
\ \ Practice Management\ \ 7 Ways to Keep Growing as a Financial Advisor\ \ Growth doesn’t happen by accident. For financial advisors, running an efficient, client-focused firm means finding smarter ways to manage your time, your team and your technology. Here are seven practical ways to take your practice to the next level and build a firm that runs with clarity and confidence every day.\ \ \ \ Christina Cavalli](/content/blog/7-ways-to-keep-growing-as-a-financial-advisor/index.html)
\ \ Practice Management\ \ The 6 Onboarding Pitfalls That Undermine Client Trust\ \ Discover how to avoid the six most common client onboarding pitfalls in financial advising and create a process that builds trust, efficiency, and long-term loyalty.\ \ \ \ Nora Gallegos](/content/blog/the-6-onboarding-pitfalls-that-undermine-client-trust/index.html)
\ \ Practice Management\ \ 5 Lessons from Warren Buffett That Can Transform How Your Firm Operates\ \ By translating Buffett’s timeless wisdom into daily operations, firms can uncover new levels of clarity, efficiency, and growth. \ \ \ \ Mary Nelson](/content/blog/5-lessons-from-warren-buffett-that-can-transform-how-your-firm-operates/index.html)
\ \ Practice Management\ \ Estate Planning Trends That Demand Better Workflows\ \ Here are three estate planning trends that are changing the way firms must approach both client service and internal operations.\ \ \ \ Mel Mock](/content/blog/estate-planning-trends-that-demand-better-workflows/index.html)
\ \ Practice Management\ \ Why Manual Onboarding Is Costing You Clients (and Time)\ \ Manual onboarding drains time and erodes trust. See what PreciseFP’s new report reveals about why digital onboarding is now a must-have for firms.\ \ \ \ Ryan George](/content/blog/why-manual-onboarding-is-costing-you-clients-and-time/index.html)
\ \ Practice Management\ \ 4 Industry Awards that Strengthen Advisor Credibility\ \ Clients want expertise, reliability and proof that their advisor has the skills and systems to deliver. One way to demonstrate that credibility is through industry awards.\ \ \ \ Kristin Manning](/content/blog/4-industry-awards-that-strengthen-advisor-credibility/index.html)
\ \ Practice Management\ \ Keep Clients Engaged with the Right Meeting Rhythm\ \ Let’s look at how meeting cadence impacts client engagement and why it should be a priority in every advisory firm.\ \ \ \ Eric Peters](/content/blog/keep-clients-engaged-with-the-right-meeting-rhythm/index.html)
\ \ Practice Management\ \ 5 Growth Moves That Help Advisory Firms Work Smarter and Scale Faster\ \ Whether you are a solo advisor or managing a team, the right processes can make a measurable difference.\ \ \ \ Ashley Treangen](/content/blog/5-growth-moves-that-help-advisory-firms-work-smarter-and-scale-faster/index.html)
\ \ Practice Management\ \ Client Personas in Action: The First Step to Scalable Advisory Workflows\ \ When used effectively, personas reduce confusion, support delegation and bring clarity to every step of the client journey. In this article, we explore how to build client personas and how to use them to improve client service, increase internal efficiency and reduce bottlenecks.\ \ \ \ Sarah Sciandra](/content/blog/client-personas-in-action-the-first-step-to-scalable-advisory-workflows/index.html)
%5B41%5D%20copy.png)\ \ Practice Management\ \ A Hubly Success Story\ \ Hannah shares how she’s found utility in Hubly and how it’s positively impacted her office's daily operations. Here’s a summary of the key takeaways from her presentation:\ \ \ \ Nora Gallegos](/content/blog/a-hubly-success-story/index.html)
\ \ Practice Management\ \ Are You Driving Away Clients With These 6 Actions?\ \ Below are six habits that may be creating barriers in your client experience. Addressing them could make the difference between a prospect who walks away and a lifelong client who sticks with your firm.\ \ \ \ Amanda Gonzales](/content/blog/are-you-driving-away-clients-with-these-6-actions/index.html)
\ \ Practice Management\ \ Build a Scalable Internship Program That Elevates Your Entire Team\ \ Internship programs are more than just temporary help. Here’s how to design an internship program that not only supports career development but also reinforces your firm’s structure and future growth.\ \ \ \ Mel Mock](/content/blog/build-a-scalable-internship-program-that-elevates-your-entire-team/index.html)
\ \ Practice Management\ \ Why Advisory Firms Struggle to Maximize Client Time and What to Do About It\ \ Even the most client-focused advisors often find themselves buried in paperwork, chasing follow-ups, and reacting to bottlenecks. The result is fewer meaningful client conversations and more stress on operations. Time is being spent, but not always where it matters most. Understanding the cost of that time imbalance is the first step toward changing it\ \ \ \ Eric Peters](/content/blog/why-advisory-firms-struggle-to-maximize-client-time-and-what-to-do-about-it/index.html)
\ \ Practice Management\ \ How Can Advisors Stay Current With New Technology?\ \ In this article, we will explore practical ways advisors can stay ahead of new technology and refine their processes to deliver the kind of service that no self-service app can match.\ \ \ \ Judie Endenann](/content/blog/how-can-advisors-stay-current-with-new-technology/index.html)
\ \ Practice Management\ \ Navigating Client Divorce Situations as a Financial Advisor\ \ Managing client divorces is a sensitive but essential part of running a successful practice. While the personal side can be difficult, the operational side does not have to be.\ \ \ \ Ashley Treangen](/content/blog/navigating-client-divorce-situations-as-a-financial-advisor/index.html)
\ \ Practice Management\ \ A Better Client Experience Starts Here: Go Further Faster With Hubly + PreciseFP\ \ This behind-the-scenes look at PreciseFP and Hubly shows how firms are cutting the clutter, reducing errors, and delivering a smoother client experience from day one.\ \ \ \ Nora Gallegos](/content/blog/hubly-precisefp-a-better-client-experience-starts-here-go-further-faster-with-hubly-precisefp/index.html)
\ \ Practice Management\ \ Add Value to Your Office and Reduce Staff Training Time\ \ Discover how automated workflows and office manuals streamline staff training for wealth management firms. Reduce onboarding time, ensure consistency, and help new employees make an immediate impact.\ \ \ \ Nora Gallegos\ \ 4](/content/blog/add-value-to-your-office-and-reduce-staff-training-time/index.html)
\ \ Practice Management\ \ Documenting Workflow Matters More Than You May Realize\ \ What is a workflow, and why does it matter?\ \ .jpg)\ \ Louis Retief\ \ 5](/content/blog/documenting-workflow-matters-more-than-you-may-realize/index.html)
\ \ Practice Management\ \ Are You Tracking These Essential Metrics as a Financial Advisor?\ \ If you’re not tracking the right data, you’re making decisions in the dark. Instead of guessing what’s working, why not use data to refine your strategy and drive real results?\ \ \ \ Nora Gallegos\ \ 5](/content/blog/are-you-tracking-these-essential-metrics-as-a-financial-advisor/index.html)
\ \ Practice Management\ \ Digital Marketing Resources For Financial Advisors\ \ Digital marketing for financial advisors requires more than just a website. Here are some resources you should be familiar with.\ \ \ \ Theodore Stavetski\ \ 5 min to read](/content/blog/financial-advisor-digital-marketing-resources/index.html)
\ \ Practice Management\ \ Email Marketing for Financial Advisors: What You Need to Know\ \ For financial advisors, email marketing is one of the most effective ways to build an audience. It’s low-effort, low-cost, and it connects you directly with potential clients. \ \ \ \ Theodore Stavetski\ \ 6 min to read](/content/blog/email-marketing-financial-advisors/index.html)
\ \ Practice Management\ \ The Six-Step Financial Advisor Marketing Plan\ \ Having a solid marketing plan will get you more clients, grow your brand and scale your business.\ \ \ \ Theodore Stavetski\ \ 6 min to read](/content/blog/financial-advisor-marketing-plan/index.html)
\ \ Practice Management\ \ How to Streamline Your Client Meeting Process with ChatGPT\ \ Are you curious about how artificial intelligence can benefit your practice? Learn how to incorporate ChatGPT into your practice to streamline the client review follow-up process.\ \ \ \ Tessa Elliott\ \ 4 min to read](/content/blog/client-meeting-process-chatgpt/index.html)
\ \ Practice Management\ \ Outsourced vs. In-House Tax Planning: What Advisors Need to Know\ \ When it comes to tax prep, should you bring on a new hire, or outsource? The Hubly team investigates.\ \ .jpg)\ \ Tim Welsh\ \ 4 min to read](/content/blog/outsourced-vs-in-house-tax-planning/index.html)
.jpg)\ \ Practice Management\ \ Eight Ways To Streamline Client Tax Prep\ \ Tax season got you stressed out? Here are eight ways to make it easier. \ \ \ \ Theodore Stavetski\ \ 6 min to read](/content/blog/streamline-client-tax-prep/index.html)
\ \ Practice Management\ \ Four Things I Wish I Knew Before My Advisory Firm Reached $1B AUM\ \ My firm made it to the top of the Inc 5000 list and grew from $40M to almost $1B AUM. Here's what I learned.\ \ \ \ JD Davis\ \ 8 min to read](/content/blog/four-things-i-wish-i-knew/index.html)
\ \ Practice Management\ \ When, Why and How to Move to an Ensemble Practice\ \ Advisors often take on too much — moving to an ensemble model can be the key to growth. \ \ .jpg)\ \ Tim Welsh\ \ 6 min to read](/content/blog/move-to-an-ensemble-practice/index.html)
%20(1).jpg)\ \ Practice Management\ \ Three Best Practices For Onboarding New Staff to an Advisory Firm\ \ Three best practices for getting new team members onboarded — and one step that will help implement them. \ \ .jpg)\ \ Tim Welsh\ \ 5 min to read](/content/blog/three-best-practices-for-onboarding/index.html)
\ \ Practice Management\ \ Three Reasons to 'Re-Onboard' Your Employees in 2023\ \ The last two years have seen significant changes to the global economy and workforce, with the shift to remote and hybrid work among the most notable. What have we learned since 2020? \ \ .jpg)\ \ Tim Welsh\ \ 5 min to read](/content/blog/re-onboard-your-employees/index.html)
\ \ Practice Management\ \ The Honest Truth of Why I Quit My Job as a Financial Planning Associate\ \ There is a talent shortage in the financial services industry and so it is more important than ever to retain employees. One financial service associate provides transparency into why employees quit by openly sharing why she left her financial advisory firm.\ \ \ \ Nitzan Ziv\ \ 6 min to read](/content/blog/why-i-quit-financial-services-associate/index.html)
\ \ Practice Management\ \ Why — and How — to Include Insurance in Your Client Review Process\ \ Your clients' insurance needs are constantly evolving; if a coverage review isn't part of your ongoing conversations, you — and they — could be missing out.\ \ .jpg)\ \ Tim Welsh\ \ 4 min to read](/content/blog/making-insurance-reviews-part-of-client-review-process/index.html)
\ \ Practice Management\ \ Why Clients Leave Their Financial Advisors and How to Prevent it\ \ Have you ever wondered why clients leave their financial advisors? What if your actions are preventing you from retaining clients? Learn how you may be losing your client's trust and how to fix it.\ \ .jpg)\ \ Louis Retief\ \ 6 min to read](/content/blog/why-clients-leave-financial-advisors/index.html)
\ \ Practice Management\ \ Hubly Insights: Women in Finance & How They Help Advisory Firms Thrive\ \ This International Women's Day, we are excited to share our findings about women in the financial services industry based on our experience of working with hundreds of different advisory firms. \ \ .jpg)\ \ Louis Retief\ \ 6 min to read](/content/blog/women-finance-help-advisory-firms-thrive/index.html)
\ \ Practice Management\ \ 5 Powerful Traits Shared by Super Financial Advisors\ \ If you want to be an advisor with loyal clients and an endless stream of referrals, you have to stand out. So, what makes a good financial advisor reach “super advisor” territory? Here are five traits that can help separate you from the rest.\ \ .jpg)\ \ Louis Retief\ \ 10 min to read](/content/blog/5-traits-super-financial-advisors/index.html)
News Blogs
\ \ Updates\ \ Meet the 2026 Back Office Heroes — Built on Workflows, Driven by People\ \ Hubly congratulates the 2026 Back Office Heroes Award winners, including this year's Workflow Wizard, Shannon Beahan of Lindsey & Lindsey Wealth Management.\ \ \ \ Kristin Manning](/content/blog/meet-the-2026-back-office-heroes-built-on-workflows-driven-by-people/index.html)
\ \ Updates\ \ Docupace Acquires InvestEdge; Appoints Data & Analytics Veteran Brian Filanowski as CEO\ \ Strategic acquisition strengthens Docupace’s position as one of the industry’s most comprehensive back-office platform providers. With proven expertise in financial risk technology and multi-platform management, Brian Filanowski is well-positioned to lead Docupace’s next phase of growth and innovation.\ \ \ \ Ryan George](/content/blog/docupace-acquires-investedge-appoints-brian-filanowski-as-ceo/index.html)
\ \ Updates\ \ Docupace Accelerates Market Leadership with Strategic Acquisition of Hubly\ \ Acquisition Strengthens and Expands Company’s Software Solutions that Solve Workflow and Collaboration Challenges Across Wealth Management Firms\ \ .jpg)\ \ Louis Retief\ \ 5](/content/blog/docupace-accelerates-market-leadership-with-strategic-acquisition-of-hubly/index.html)
\ \ Updates\ \ XY Planning Network and Hubly Evolve Partnership for Enhanced Value\ \ Press release announcing Hubly and XY Planning Networks extended 3-year partnership agreement, embodying their sustained dedication to the success of financial advisory firms\ \ .jpg)\ \ Louis Retief\ \ 3](/content/blog/xy-planning-network-and-hubly-evolve-partnership-for-enhanced-value/index.html)
\ \ Updates\ \ Hubly Unveils Partner Workflows, Creating a Platform Featuring the Best Workflows in the RIA Industry\ \ Designed to help TAMPs, custodians, broker-dealers, networks, fintech partners and others share best practices with the growing community of Hubly users.\ \ \ \ Tessa Elliott\ \ 4 min to read](/content/blog/partner-workflows-platform-featuring-best-workflows-ria-industry/index.html)
\ \ Updates\ \ A Look Back on a Year of Growth, Celebrations and Lessons\ \ Thank you for allowing us to grow along with you, and trusting us to help you deliver an exceptional experience to your clients. \ \ \ \ Tessa Elliott\ \ 4 min to read](/content/blog/look-back-on-2022/index.html)
\ \ Updates\ \ New Chief Growth Officer and $1.45M Funding Top-up Has Us Excited for 2023\ \ Big things are happening at Hubly! We're closing out a year of incredible growth with two major announcements: additional funding, and a new CGO! \ \ \ \ Tessa Elliott\ \ 2 min to read](/content/blog/new-chief-growth-officer-funding-top-up-2023/index.html)
.jpg)\ \ Updates\ \ Hubly Releases Intelligent Automatic Task Assignment\ \ Hubly’s announces a huge new product feature that drastically improves the flow of work within financial advisory teams.\ \ \ \ Tessa Elliott\ \ 2 min to read](/content/blog/intelligent-automatic-task-assignment/index.html)
\ \ Updates\ \ Future Proof Announces Hubly as FintechX Finalist to Demo Cutting Edge Technology\ \ Hubly was chosen as one of the top ten fintech companies to be featured at the inaugural FintechX to demo to showcase how our technology allows users to become future-proof.\ \ \ \ Tessa Elliott\ \ 5 min to read](/content/blog/future-proof-hubly-fintechx-demo-cutting-edge-technology/index.html)
\ \ Updates\ \ Start-up Hubly Already Named Finalist in Wealth Management Industry Awards 2022\ \ New entrant to the Wealth Management Industry, Hubly, announced as finalist in the Workflow Automation – Business Support Systems category for the Wealth Management Industry Awards.\ \ \ \ Tessa Elliott\ \ 3 min to read](/content/blog/start-up-hubly-already-named-finalist-in-wealth-management-industry-awards-2022/index.html)
\ \ Updates\ \ XY Planning Network and Hubly Announce a Partnership to Help Advisors Scale Their Fee-for-Service Firms\ \ Press release announcing new partnership between XY Planning Network and Hubly to help advisors to scale their fee-for-Service firms \ \ \ \ Tessa Elliott\ \ 5 min to read](/content/blog/xypn-partnership-help-advisors-scale-firms/index.html)
\ \ Updates\ \ A Look Back at Hubly's Statistics from 2021\ \ As Hubly's first full year since launching our product, we wanted to reflect on some of our statistics, findings, and moments from the past year.\ \ .jpg)\ \ Louis Retief\ \ 10 min to read](/content/blog/2021-statistics/index.html)