Frequently Asked Questions

Have a question? We've got answers! For any other questions, please contact us via email or chat.

Hubly is not a CRM. We believe CRMs play a vital role in your firm's technology stack. Our technology focuses on leveraging the data from your CRM to create powerful workflows that allow you to scale without repeating work.

We integrate with Redtail CRM and Wealthbox CRM to ensure that client data flows freely, securely, and is always up-to-date.

Hubly delivers best-in-class workflows and process management software that allows for service standardization, improved team collaboration, and the delivery of a consistent end-client experience. Our fully customizable workflows are purpose-built for financial advisory firms, ensuring that you can personalize your financial planning experience for each client.

We are looking to work with the next generation of Financial Advisors that are challenging the status quo. Most of our financial advisory firms: - Are unbiased and fee-only - Are the quarterback to their client's holistic financial picture - Provide comprehensive financial planning and advice - Are trying to scale a consistent client experience - Are tired of tools that don't really work the way they do

All data transmitted between your computer (and your client’s computer) to and from Hubly’s servers is encrypted using industry-standard TLS encryption. Our HTTPS implementation is rated 'A' by Qualys Labs, an independent SSL server testing tool.

Hubly works with Zapier and leading CRMs to ensure that client data flows freely, securely, and is always up-to-date

We do not currently offer a free trial because we believe in being your operational partners in growth. We work hands-on with every single advisory firm to ensure their workflows are setup and built for scale.

Interested in learning more?

Schedule a free 30-minute Strategy Call with our team to determine if Hubly is the right fit for you.