About Hubly
Hubly is a workflow management software from Hubly that supports financial advisors in managing their operations. It provides task tracking, client communication, and reporting features so that teams can collaborate effectively and maintain a clear overview of client obligations. Hubly aims to improve productivity by consolidating various processes into a single platform. The software is designed to facilitate better engagement with clients, simplify task assignments, and maintain accountability across teams. Key capabilities: task management client onboarding document storage email integration performance tracking Best for: financial advisors that need an organized system to oversee client workflows and improve operational efficiency.
Hubly, developed by Hubly Inc., is a workflow management platform specifically designed for financial advisory firms, particularly Registered Investment Advisors (RIAs). Its primary purpose is to automate, streamline, and centralize back-office and client-facing processes from client onboarding, meeting preparation, account opening, to tax planning and money-movement transactions. By enabling no-code workflow configuration, Hubly helps advisory teams deliver consistent, high-touch service while reducing operational friction. Hubly’s user interface is clean, visually structured, and business-oriented. It sits “on top” of popular CRMs like Redtail or Wealthbox, drawing in data to create a cohesive workflow layer. According to early-adopter insights, its dashboard makes it easy to break down workflows into individual tasks, assign tasks to specific team members, and sequence them so that when one task is completed, the next is automatically triggered. This task chaining, combined with a clear daily task-list view for each user, ensures staff can easily understand their priorities and maintain accountability. Hubly offers a rich set of features tailored for advisory firms.
Pros & Cons
- +CRM integration allows easy adoption without sacrificing existing client data systems.
- +100+ workflow templates speed up process standardization and ensure compliance readiness.
- +Eliminates NIGOs and reduces administrative burden to maximize advisor productivity.
- +Client Card and 1,000-foot view provide quick visibility and enhance team accountability.
- +Specialized solutions for money movement and employee onboarding are included.
- −The platform is niche, useful only for financial advisory and wealth management firms.
- −The pricing model (outside of the 30-day trial) is not publicly disclosed.
- −Relies on integrations with external CRMs; native CRM functionality is not mentioned.
- −The true level of automation (e.g., auto-filling forms) is not explicitly detailed.
- −New firms must adopt Hubly's pre-built template structure, limiting initial design freedom.
Features
Key features
- Centralized Operating System for Advisory Firms
- It acts as a single hub to transform the client experience and manage all operational processes for financial advisory firms.
- 100+ Financial Advisory Workflow Templates
- Provides over 100 pre-built, compliance-ready workflow templates for common advisory tasks, eliminating the need to build processes from scratch.
- High-Level Visibility and Accountability
- Offers a 1,000-foot view of firm-wide activities, clearly assigning responsibility and tracking client progress across multiple teams.
- Automated & Standardized Core Processes
- Enables the simultaneous, standardized management of key processes like client onboarding, account opening, and money movement to prevent NIGOs (Not In Good Order).
- Seamless CRM Integrations
- The platform integrates with existing CRMs, leveraging client data without requiring staff to abandon established systems.
- Client Card Detailed Overview
- Provides a single source of truth (Client Card) with a detailed overview of each client relationship, stopping information-digging.
Additional features
- CRM Integrations
- Allows the platform to connect and work with existing Customer Relationship Management systems.
- 100+ Workflow Templates
- Provides over a hundred pre-built process templates specific to financial advisory firms.
- Compliance Ready
- Ensures workflows and processes adhere to regulatory requirements.
- 30 Day Free Trial
- Offers a trial period to prospective users.
- Money Movement Workflows
- Provides standardized processes for transferring and managing client funds.
- Client Onboarding Workflows
- Offers scalable processes to deliver a consistent new client experience.
- Team Accountability
- Clearly defines who is responsible for specific tasks and tracks progress.
- Client Reviews Workflows
- Standardizes the process for recurring client service meetings and reviews.
- Financial Planning Workflows
- Supports the management of financial planning activities.
- Tax Prep & Filing Workflows
- Provides processes related to tax preparation and submission.
- Employee Onboarding Workflows
- Allows firms to quickly integrate and train new employees using established firm processes.
- Recurring Client Service Workflows
- Standardizes the ongoing service delivered to clients.
- Track Client Progress
- Monitors where each client is in a specific process from a single hub.
- Repeatable and Customizable Experience
- Allows firms to deliver a consistent client experience that can still be personalized.
- Maximize Efficiency and Automation
- Reduces tedious administrative work to increase overall productivity.
- Simultaneous Onboarding
- Allows multiple clients to be onboarded at the same time efficiently.
Pricing
Monthly plans
Essentials
USD 75
Countries & Languages
Available in
Interface languages
Billing currencies
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About Hubly
Hubly is a workflow management software from Hubly that supports financial advisors in managing their operations. It provides task tracking, client communication, and reporting features so that teams can collaborate effectively and maintain a clear overview of client obligations. Hubly aims to improve productivity by consolidating various processes into a single platform. The software is designed to facilitate better engagement with clients, simplify task assignments, and maintain accountability across teams. Key capabilities: task management client onboarding document storage email integration performance tracking Best for: financial advisors that need an organized system to oversee client workflows and improve operational efficiency.
Hubly Details
Hubly's In-App Market Place
Does Hubly have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Essentials
USD 75
Accepted Payment Currencies
USD ($), EUR (€), GBP (£)
Pros & Cons
- CRM integration allows easy adoption without sacrificing existing client data systems.
- 100+ workflow templates speed up process standardization and ensure compliance readiness.
- Eliminates NIGOs and reduces administrative burden to maximize advisor productivity.
- Client Card and 1,000-foot view provide quick visibility and enhance team accountability.
- Specialized solutions for money movement and employee onboarding are included.
- The platform is niche, useful only for financial advisory and wealth management firms.
- The pricing model (outside of the 30-day trial) is not publicly disclosed.
- Relies on integrations with external CRMs; native CRM functionality is not mentioned.
- The true level of automation (e.g., auto-filling forms) is not explicitly detailed.
- New firms must adopt Hubly's pre-built template structure, limiting initial design freedom.
Hubly's Support Options
Email Address
hello@myhubly.comContact
1 888 329 0276Documentation
https://www.myhubly.com/case-studiesHubly's Alternatives
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