Frequently Asked Questions

Hubly Users Answer FAQ

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.

What is Hubly?

What's Your Favorite Hubly Automation?

Where Does Hubly Save You Time?

How Does Hubly Improve Your Client Review Meetings?

How Does Hubly Help with Employee Onboarding?

How Does Hubly Help with Investment Management Processes?


How do I get onboarded onto Hubly?

At Hubly, we do the heavy lifting. We don't believe in being just another software product in a large technology stack. This is why every customer participates in our hands on onboarding process. It is designed with a  customer focused approach and conducted by our team of experts to ensure a smooth transition that aligns with you and your team's needs.

We provide Community Onboarding for teams of 4 or less and Full Service Onboarding for larger teams. Each is a one time fee when you first sign up for Hubly.

Is Hubly a CRM?

Hubly is not a CRM - it's a workflow management tool that activates your client data from your CRM and turns it into an organized information stream. Saving you hours of back-office work each week!

What CRMs do you integrate with?

You can seamlessly connect Redtail or Wealthbox CRM with Hubly.

You can learn more about our CRM integrations here.

Do I need a CRM to use Hubly?

To get the optimal Hubly experience, we recommend using Hubly in tandem with either Redtail or Wealthbox. Hubly will be able to pull client information from your CRM to create simple, organized workflows for your team.

If you're not currently using a CRM and you'd still like to use Hubly, schedule a Strategy Call to discuss how we can work together.

Do I have to create all of my workflows from scratch?

No. When you start with Hubly we provide you with over 60 best practice workflow templates so that you can plug and play.

In addition, we provide hands on onboarding with our Workflow Experts . They help you customize your workflows to meet your firms specific business needs as well as set up automations to make your processes more streamlined and efficient than ever.

I have more questions. Where can I find answers?

We'd love to help. You can contact us at or you can schedule a Strategy Call with our team.

We will get back to you during regular business hours.