Hubly
Curated by SignalWealth management software streamlining operations for financial advisory firms.
Overview
Hubly is a wealth management software suite that integrates various fintech tools aimed at supporting the operations of wealth managers and financial advisors. The platform includes features such as client onboarding, investment management, and performance reporting, which are intended to streamline workflows and enhance client engagement. Targeting financial advisory firms, Hubly seeks to address the complexities associated with managing client relationships and operational processes by offering a centralized system that aims to improve visibility and efficiency. The platform includes capabilities such as predictive analytics, automated reminders, and compliance features, which are designed to assist advisors in delivering personalized services while maintaining regulatory compliance. Additionally, Hubly's APIs allow for integration with external financial services, which may contribute to operational efficiency.
Key facts
- Founded
- 2019
- Headquarters
- New York City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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Contact
- Primary office
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- Phone
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