How to Start Your Day with Clarity

Do you ever feel like you don't know where to start your workday or how to prioritize your tasks? Learn how to create a custom view in Hubly that visually displays all of your workflows that have tasks due so that you can start your day with clarity.

The options don't end there. You can even customize your view further to only see workflows that have overdue tasks or see what your other team members have on their own plates.

About Hubly:
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