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.


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. To ensure that Hubly is utilized across your firm, every team member participates in our hands on onboarding process.

Our onboarding is designed with a  customer focused approach and  conducted in an easy -to-digest format by our team of experts. Each training session will focus on a specific process to ensure a smooth transition that aligns with you and your team's needs.

Is Hubly a CRM?

Hubly is not a CRM - it's a workflow management system that uses the client data from your CRM and turns it into actionable opportunities within organized and easy-to-use workflows. With Hubly you save hours of work each week thanks to our streamlined processes and smart automations.

What CRMs do you integrate with?

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.

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?

We would never make you do that! Hubly provides you with over 60 plug and play workflow templates for your financial advisory firm's growing needs.

In addition, our 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.

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.