Technology

Want to avoid some of the admin work around tax prep? Here are a few ChatGPT prompts to get you started.

Your clients trust you with some of their most important information. Here's what you need to know about your legal and professional obligations.

With Hubly being the first — and only — process management software purpose-built for the financial advisory industry, we get asked a lot of questions. Two that come up often are “How is Hubly different from my financial services CRM?” and “What can it do that I can’t already do with Redtail or Wealthbox?”

The SEC recently proposed a new set of cybersecurity rules and requirements for advisors and funds. Here’s what you need to know.

Fee-based planners have special compliance requirements that most generic billing systems can't meet.

We asked Redtail's VP of Business Development for his thoughts on the current state of the CRM app ecosystem. Here's how he responded.

We sat down with SEI's Shauna Mace to talk building a next-level advisortech stack

Client data collection is time-consuming and error-prone. And once data has been collected, getting it into your CRM is a manual process.

Trying to manage clients and firm activity with spreadsheets, notes, CRM tasks, and calendar reminders is clunky and inefficient. Hubly's powerful workflow management software is the solution that the financial services industry has been waiting for.

Read Bob Veres' Inside Information article about how Hubly's practice management software adds workflow creation and automation to your CRM as well as additional office management features.

The demand for knowledge-based work isn’t going away, but to truly enable those who provide it to take full advantage of their time, it’s necessary for them to utilize software and its time-saving automations.