Hubly

Hubly is a Barclay’s Techstars backed company offering a business management platform for financial advisory firms. Their technology simplifies the identification, prioritization, and actioning of client opportunities, allowing for personalized, high-touch services at a fraction of the overhead cost. With predictive analytics and data visualization, Hubly enables RIA firms of all sizes to deliver a consistent customer experience across all advisors, locations, and teams. Their easy-to-use software includes a visual dashboard for managing workflows, processes, and client relationships, preventing things from falling through the cracks for the entire team.