Frequently Asked Questions
Hear Hubly Users Answers to your questions
Who better to answer your burning questions about Hubly than the professionals who use it on a day to day basis? We sat down with Hubly users and asked them the most frequently asked questions that we get so that you can hear real answers, from real users.
FAQs – The Basics
Hubly is a process management system designed to provide efficiency and visibility across your financial advisory firm so that nothing will fall through the cracks. Track client progress from a single place and provide a consistent client experience at scale so that you to get the maximum efficiency out of your work day.
Hubly is not a CRM. In fact, Hubly syncs your existing client data from your CRM into a visual and organized workspace with easy-to-use workflows.
Think of it like the difference between a swimming pool and a waterslide — your CRM is where your data lives; Hubly is what makes it move.
Hubly seamlessly integrates with Redtail and Wealthbox CRM to ensure client data flows back-and-forth quickly and securely.
You can learn more about our CRM integrations here.
Hubly’s workflows make up the processes that move your business! They automatically delegate tasks based on the roles within your firm and different team members' workloads. They also provide the context needed to complete a task, removing back and forth communication, and automatically notify you when you need to complete a task.
In addition, Hubly workflows can launch automatically based on client milestones, preventing you from needing to run time consuming reports or missing an important client date. All work completed in Hubly’s workflows is automatically recorded, making you audit ready without any additional work.
We would never make you do that! Hubly provides you with over 100 plug and play workflow templates for your financial advisory firm's growing needs. We’ve also partnered with organizations to expand our library even further.
All workflows are flexible and fully customizable to meet your firms specific business needs. Automations can start workflows for specific clients, trigger reminders and pass on tasks to ensure nothing slips through the cracks.
We’re so serious about data security we have a whole other FAQs page dedicated to it. Get the answers to all your security and compliance questions here.
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