Your firm's automated air-traffic controller for tasks.
Tired of sending follow-up messages?
Hubly automatically keeps your team on top of everything that matters for your clients.
Stop fighting non-purpose-built software
2x
workload capacity
10x
new client onboarding capacity
8 hrs
work saved per week/staff
Create visibility across your firm
Stop digging to find who is responsible for the next task with visual dashboards of each team members work
Keep team members accountable
Stop manually assigning work in your CRM and ensure nobody in your team misses a reminder or drops a client to do
Get your business processes flowing
End back and forth communication around client onboarding, meetings and money movement processes
Hubly has been a game changer for our team.
Having the capability to automatically assign our team members to specific tasks and workflows means we don’t have to worry about unassigned action items and can spend more time building stronger relationships with our clients. The interface and usability is also top notch. It’s nicely laid out and clear to see who is on what team and which role they’re in. Making changes to any of these is easy with just a few clicks.
Mack Nesbit
Davis Financial Planning
Task management, made easy
• Remove manual work of assigning tasks
• Balance workloads across your firm
• Keep team members accountable
• Ensure nothing falls through the cracks
• Serve more clients and scale your team
How to Efficiently Assign Tasks in Your Financial Advisory Firm - YouTube
How to Efficiently Assign Tasks in Your Financial Advisory Firm
Make your work flow, and your business grow.
"Helping our business go to the next level for service and office harmony!"