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Hubly Reviews & Product Details

Hubly's software helps growing financial advisory firms deliver an exceptional client experience with a visual dashboard to manage best-practice workflows, processes, and individual client relationships. Hubly's easy to use technology prevents things from falling through the cracks for financial advisors and their teams.

Seller

Hubly

Discussions

Hubly Community

Languages Supported

English

Overview by

Louis Retief (CEO and Co-founder)

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Hubly Media

Hubly Demo - Find what you need at a glance

There are only so many relationships that you can juggle in your head. Hubly's client card gives you a single source of truth for each client.

Hubly Demo - Manage your firm from a single hub

Build dashboards to capture what is happening across your firm to visually see what is being worked on and what to prioritize each day.

Hubly Demo - Start your day with clarity and purpose

Easily view your team's priorities and spot what needs your attention each day without getting lost in the noise.

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James P.

President and Financial Advisor

Small-Business (50 or fewer emp.)

7/13/2022

"Hubly has made my practice as efficient as it could be run."

5/5

What do you like best about Hubly?

I know where every client is in my practice at all times. I never drop the ball because it keeps me on task. Review collected by and hosted on G2.com.

What do you dislike about Hubly?

I honestly have nothing bad to say here. They are continuously improving and adding features. Review collected by and hosted on G2.com.

Jesus M.

Financial Planner

Small-Business (50 or fewer emp.)

9/27/2023

"Hubly Experience"

4.5/5

What do you like best about Hubly?

The workflows have really helped me redefine the client onboarding process. The Hub Feed also helps me keep track of items that are in process. Review collected by and hosted on G2.com.

What do you dislike about Hubly?

I am hoping the Repeating Rule will soon add a "Quarterly" feature or "End of Month" feature instead of having a hard date. Review collected by and hosted on G2.com.

Phil B.

Small-Business (50 or fewer emp.)

7/17/2023

"Hubly Makes Workflows Easy"

5/5

What do you like best about Hubly?

Hubly makes promises to make workflows repeatable, scalable and manageable so that no client is "lost" in the day-to-day shuffle of business. Hubly has been a lifesaver for my company. The staff at Hubly is always available to answer any question, fix any glitches and reall get to the "why" of what you want Hubly to do.Couldn't be happier! Review collected by and hosted on G2.com.

What do you dislike about Hubly?

Can't think of anything that I could recommend changing. Review collected by and hosted on G2.com.

Andrew M.

Small-Business (50 or fewer emp.)

10/3/2023

"Hubly has transformed how we use workflows"

5/5

What do you like best about Hubly?

Ease of use, integration with CRM (Redtail), dynamic workflow updating, reports/activity tracking, creating/managing teams. Review collected by and hosted on G2.com.

What do you dislike about Hubly?

It may not integrate with your existing CRM. Review collected by and hosted on G2.com.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

5/17/2023

"Great support"

5/5

What do you like best about Hubly?

Hubly is super easy to edit and easily personalizable with a lot of great features. Their support and training is very hands on without being too much and they are very easy to work with. Review collected by and hosted on G2.com.

What do you dislike about Hubly?

There is not a lot to dislike I wish that the workflows were only movable horizontally across the screen, i would like to be able to move them more like post it notes Review collected by and hosted on G2.com.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

7/17/2023

"Hubly makes working as a team A LOT easier"

5/5

What do you like best about Hubly?

Hubly has a maleable platform that allows for building out workflows in ways that fit how each individual office works. Review collected by and hosted on G2.com.

What do you dislike about Hubly?

There are no downsides to Hubly. Seriously. Review collected by and hosted on G2.com.

Krysten O.

President and Registered Investment Advisor

Small-Business (50 or fewer emp.)

7/22/2022

"Helping our business go to the next level for service and office harmony!"

5/5

What do you like best about Hubly?

We like that we can make Hubly conform to how our business operates. Most of all we LOVE that it ties into Wealthbox and allows us to have one place to put all of our service items and documents so that the team can see all that is going on. Review collected by and hosted on G2.com.

What do you dislike about Hubly?

Our office has had a learning curve figuring out how to change old outdated practices and modernize them for the future using Hubly. We would love to see it easier to manage birthdays and anniversaries for how our office works. Review collected by and hosted on G2.com.

What problems is Hubly solving and how is that benefiting you?

Hubly is solving the problem that our office had from fast growth and getting everyone to work on the same page without all the paper. We have several people in our office who love technology and embrace the paperless office while others like their paper. Hubly has allowed everyone to have their documents in one place while working on service items and multiple people in the office to be able to service a client all at the same time. Review collected by and hosted on G2.com.

Ann S.

Lead Advisor and Co-Owner

Small-Business (50 or fewer emp.)

7/11/2022

"Excellent tool for systematizing processes"

5/5

What do you like best about Hubly?

It is relatively simple to use and very intuitive

It is focused on workflows and actually does them right

There are lots of options for how to view tasks so each user can use the views that make sense to them

The company is very responsive and is constantly making improvements, but they are announced and rolled out thoughtfully and are always about doing something better, not just change for the sake of change Review collected by and hosted on G2.com.

What do you dislike about Hubly?

Limited ability to store comments and relate them directly to particular tasks

Limited ability to chain workflows and do branching

Some of the editing could be faster (bulk changes rather than one step at a time) Review collected by and hosted on G2.com.

Recommendations to others considering Hubly:

Understand what you are looking for and where it will fit into your tech stack. It only does workflows, but it does them way better than other tools, IMHO, including built-in workflows in CRMs, and the much cheaper, general project management tools.

Expect some upfront time to get your workflows set up and for the whole team to learn how to use it and communicate about it. Review collected by and hosted on G2.com.

What problems is Hubly solving and how is that benefiting you?

Coordination with my assistant on who is doing what

Keeping track of client tasks, both one off things, and regular workflows

Systematizing my processes and keeping them up to date Review collected by and hosted on G2.com.

David O.

Founder & Managing Partner

Small-Business (50 or fewer emp.)

7/15/2022

"Filling a big gap for financial advisors!"

5/5

What do you like best about Hubly?

The software is designed and organized for financial advisors. It's intuitive, flexible, and easy to use. Review collected by and hosted on G2.com.

What do you dislike about Hubly?

Nothing I dislike about it yet. But I do think there's lots of more room to make it even more powerful. Excited to see what updates are to come! Review collected by and hosted on G2.com.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

7/20/2022

"Streamline your processes"

4.5/5

What do you like best about Hubly?

Hubly allows for repetitive tasks to easily be assigned and tracked. Workflows are flexible and easy to update as needed. The running "hub feed" of tasks is an easy way to see what tasks need to get completed and when. We have always received great support from the Hubly team when we had questions. Review collected by and hosted on G2.com.

What do you dislike about Hubly?

It would be great if Hubly would offer the ability to assign tasks to functional groups instead of just individuals. Review collected by and hosted on G2.com.