Live Hubly 8 minDemo at Invest 2022

At the 2022 Invest Conference, Hubly CEO and Co-founder, Louis Retief, gave a live demo of Hubly's cutting edge technology.
Hubly's software allows growing financial advisory firms to deliver an exceptional client experience at scale with visual dashboards to manage workflows, processes, and client relationships. Hubly’s easy to use technology allows you to see what is being worked on across your firm and prevents things from falling through the cracks with proactive reminders and automatic task assignment.
It is purpose built to allow financial advisory firms to provide a consistent client experience and scale their firm with ease. An unlimited amount of templated workflows provide business best practices - from client onboarding, check-in meetings, and tax planning. Hubly revolutionizes practice management by bringing team communication, visibility, standardization or processes, and tracking into a single customizable workspace.
Learn more at myhubly.com