An Advisory Firm’s Guide to Managing Client Money Movement Requests
One of the Most Painful Parts of Advisory Work, Simplified
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Money movement can be simple. But between paperwork delays, missing info, and signature slowdowns, it’s often the opposite. In fact, 31% of paper-based forms are returned as Not In Good Order (NIGO), causing operational chaos and client frustration.
Hubly’s latest guide breaks down the entire money movement process (from initial intake to final transfer) and shows exactly how to fix the most common breakdowns.
In the guide, you’ll learn:- How clunky, disconnected workflows are costing you time and trust
- How to standardize intake, paperwork and approvals to avoid NIGO forms
- Ways to use automation and digital tools to accelerate every request
- Where most firms drop the ball — and how to keep the process on track
- How communication and compliance can make or break client confidence
An Advisory Firm’s Guide to Managing Client Money Movement Requests was written for advisory firms that want to scale with confidence, reduce friction and deliver a better client experience — every time money moves.