Vendor
Hubly
Hubly is a financial advisory operating system designed to enhance client experience, streamline processes, and boost efficiency for financial firms. It provides features like client onboarding, money movement, and team accountability through over 100 workflow templates.
Vancouver, CA
Official websiteSector footprint
One company, every side of the market
WealthThis site
Hubly
Hubly is a financial advisory operating system designed to enhance client experience, streamline processes, and boost efficiency for financial firms. It provides features like client onboarding, money movement, and team accountability through over 100 workflow templates.
Capability matrix
| Capability | Hubly |
|---|---|
| Workflow Management | ● |
Parent organization
Hubly
Founded
2019
Scale
1 sector presence