Hubly is a financial services software designed for financial advisors and wealth managers to streamline client interactions, manage portfolios, and enhance service delivery. The platform includes tools for financial planning, goal setting, and investment tracking, helping advisors provide personalized guidance to clients. Hubly offers task management, document storage, and real-time collaboration features, enabling teams to stay organized and improve productivity. The software’s reporting and analytics provide insights into portfolio performance, client engagement, and service outcomes. With a user-friendly interface and integration options for CRM and financial planning tools, Hubly is ideal for financial professionals seeking to enhance client relationships, improve operational efficiency, and deliver proactive financial advice.
Hubly
United States
Email
Risk Management
