Whether you use Hubly, PreciseFP, both — or neither — you’re invited.
Advisory firms everywhere are feeling the pressure to do more with less:
➤ Faster onboarding
➤ Better client service
➤ Fewer errors
➤ Less hiring
In this exclusive webinar, we’ll show you how leading firms are using Hubly and PreciseFP — individually and together — to reduce manual work, scale efficiently, and make sure nothing slips through the cracks.
You’ll get a hands-on look at how:
You can stop re-keying data between tools Client onboarding can feel seamless (for you and the client) You can grow your firm without growing your team Automation can still feel personal
Special Offer:
Get 3 months at 50% off when you add Hubly or PreciseFP to your tech stack — plus personalized onboarding to help you launch with confidence.
Bonus Insight: Hubly users have outpaced RIA peers in growth over one- and five-year periods (Discovery Data).
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Louis Retief
Product Owner, Hubly
Richard Thoeny
Executive Vice Presient Product Strategy, PreciseFP
