Hubly

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.

Whether you are a solo advisor or managing a team, the right processes can make a measurable difference.

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.

By translating Buffett’s timeless wisdom into daily operations, firms can uncover new levels of clarity, efficiency, and growth.

Hubly is a fast growing SaaS company serving the wealth management industry. We are looking for some of the best and brightest to be part of our diverse team. See what positions we are hiring for today!

Choose the right Hubly plan for your firm. Starting at $59/user/month. Essentials, Business, or Scale plans with workflow automation and CRM integration.

This guide explains why internal development falls short, how partnerships close the gap, and what a practical path forward looks like.

The question is not whether firms should go digital; it is how far behind they can afford to fall if they do not.

When it comes to tax prep, should you bring on a new hire, or outsource? The Hubly team investigates.

A process is a series of steps or actions designed to achieve a particular outcome, while a workflow is the orchestrated flow of tasks in a specific sequence within a larger process.

Arthur became passionate about software development early on in his life. Throughout his career, he developed technologies for the Manufacturing Industry, Digital Transformation Companies, and Investment Banks. Now Arthur is excited to contribute to the continued development of Hubly’s SaaS.

Chris works remotely from Surabaya, the second largest city in Indonesia. He studied Electronics Engineering at Simon Fraser University, BC, Canada. He used to live in Vancouver for 12 years before deciding to return to Indonesia. Outside of work, Chris mostly spent time with his families, and also plays console games.

With experience working at large organizations such as Amazon Web Services and IBM as well as with technology startups. Dvir first developed his passion for software engineering from his grandfather while growing up in the tech startup hub of Tel Aviv.

Louis has been involved in the fintech community for five years, working with two startups in that time. He co-founded Hubly after working in the robo-advisory space where he developed a passion for helping advisors improve the delivery of Wealth Management Services.

Helping growing financial advisory firms deliver an exceptional client experience with a visual dashboard to manage workflows, processes and client relationships.

Get in touch with Hubly to learn how our technology is purpose built to help financial advisory firms manage their workflows, client relationships, and team.

Hubly allows you to unleash the power of effortless financial advisory. Hubly is the key to transforming your financial advisory firm's household experience.

Hubly allows you to unleash the power of effortless financial advisory. Hubly is the key to transforming your financial advisory firm's household experience.

Hubly software technology for financial advisory firms privacy policy regarding information we collect, how we use it, and how to update your information.