What advisors and their teams say

Jacquie Webster, CFP®

Associate Advisor

My stress level has gone way down. I can just go to the Hub and get peace of mind.

Anne Beaulieu

Client Experience Manager

I spent yesterday getting into Hubly and making workflows our own – I even have some clients set up! I really wish I had known about Hubly earlier.

Babette Switzer

Vice President Operations

Hubly is the answer to our firm's SWAN (sleep well at night) client experience. The exceptional Hubly support team has been there to help us design, develop, and implement the workflows that keeps us operating at our fullest potential and give us an edge in the ever-increasingly complex financial industry.

Jake Milder

Founder

Using Hubly will allow me to service at least 20% more households than I could otherwise support.

Anita Ritter

AAMS

"Without Hubly we would be stepping on each other's toes. Hubly makes it easy to clearly determine who was responsible for what so that we no longer ask each other about the status of this and that."

Vincent Renaut CFP®

Senior Planner

"I mean really, the best part about Hubly for me is that I can confidently say that things are not slipping through the cracks anymore."

David Shotwell CFP®

Certified Financial Planner

"Right off the bat, our team found that our meeting prep work and follow-up work became more consistent. Hubly’s adaptability allows us to create a system that provides that consistency while still being flexible enough to accommodate each client’s unique needs."

Matthew Carbray CFP®, ChFC®, CLU®

Partner

"We have found the team to be incredible in understanding our needs and our current challenges with our existing CRM and we are now in a much better position to service our growing client base without the fear of not following through on our value proposition."

John Scherer CFP®

Founder

“The Hubly software is intuitive, but what really stands out is the training. We have gotten a ton of value from the Hubly team in not only how to use the actual software but also in helping us think about how to maximize its usefulness in our practice. Their insight based on what has worked and what hasn’t for other firms is a plus.”

Steve Cruice

Owner

“Hubly’s onboarding process is fantastic (especially compared to the “here’s a 30 minute demo and a link to our help files” approach of most advisor tech providers) . Hubly scheduled several sessions to help me fully understand the capabilities, get up to speed, and start implementing the software and improving my practice fast.”

Jill Erman

Director of Operations

"Hubly’s onboarding program was the guide we needed to keep the new Hubly experience going in our office. Adding a new program can be a daunting task. Hubly has thought this out and is there as a guide for success."

Dennis McNamara CFP® CHFC® AIF® CSLP®

Co-Founder

“My partner and I searched far and wide for a solution that could keep us on task for managing both our clients and our business. After a pleasant and productive onboarding experience, Hubly has quickly become the single most valuable tool in our firm’s tech stack.”

Galen Herbst de Cortina

Lead Planner

"Hubly makes it much easier for us to consistently serve our clients. Things automatically pop in to our queue for review and that way we get to focus more on client work than on internal processes."

Josh Bennett CFP®, EA

Managing Partner

"Hubly is a great software backed by an amazing team. It makes juggling the 1000's of daily tasks an advisor has easy."

James Phillips

President and Founder

“I want to grow my practice to meet my full earning potential and serve my clients well, and Hubly helps me do that by making me efficient and organized.”

Levi Sanchez CFP®, CPWA®, BFA™

Founder

“The workflows are based on the client lifecycle so I have different workflows for each meeting during the initial planning process. I can easily visualize where clients are at in each stage and step, as it is designed from a client lifecycle standpoint.”

Alyssa Lum, MBA, CFP®

Founder

"For me, Hubly keeps me sane. I can look at one place and see where my clients are in the process, what I have to do today, and what is coming up."