Wealthbox CRM

Wealthbox CRM

 & Hubly Integration

Hubly's software allows growing financial advisory firms to deliver an exceptional client experience at scale with a dashboard to manage workflows, processes, and client relationships.

Hubly’s robust integration with Wealthbox allows the two systems to speak back and forth to each other by syncing client information. As a result, client data from Wealthbox is added into Hubly and, once a client record is created or updated in Hubly, the client’s information will instantly update in Wealthbox. This ensures that your client data is always up-to-date and removes the need to update client information across both systems.

Hubly workflow management software for financial advisory firms

Delivering a proactive and exceptional service to your clients is easy thanks to Wealthbox and Hubly's seamless integration...

  • Eliminate manual and time consuming work of rekeying client information such as meeting dates, important dates, address changes, birthdays, phone numbers, completed workflows, and meeting notes.

    Eliminate manual and time consuming work of rekeying client information such as meeting dates, important dates, address changes, birthdays, phone numbers, completed workflows, and meeting notes.

  • Utilize your client information from Wealthbox by turning it into actionable opportunities in Hubly to provide a proactive, five-star client experience.

    Utilize your client information from Wealthbox by turning it into actionable opportunities in Hubly to provide a proactive, five-star client experience.

  • Use client data from your CRM to automate how your clients progress through Hubly workflows.

    Use client data from your CRM to automate how your clients progress through Hubly workflows.

  • As soon as a client record gets updated in Hubly, it automatically syncs that information back to Wealthbox to keep your client data up to date.

    As soon as a client record gets updated in Hubly, it automatically syncs that information back to Wealthbox to keep your client data up to date.

Wealthbox Integration FAQ

How are Hubly workflows different than Wealthbox CRM workflows?

Wealthbox takes a more structured approach to Workflow management, while Hubly is built to be flexible and customizable — allowing you to make changes to Workflows on the fly for individual clients needs. This is helpful for many Workflows detailing key financial planning and advice processes, where every client's needs are different.

Hubly allows you to easily record these changes by customizing a workflow’s steps, as well as the order in which these steps need to be completed. Hubly also presents an overview of all of your ongoing work in progress, without needing to print out reports.

Can our Wealthbox CRM workflows be adapted to work in Hubly?

Yes, many new users choose to use their existing workflows as a starting point. When you begin with Hubly, our team works with you to identify which of the workflows that you already have in Wealthbox would make sense to migrate into Hubly. Our team then reviews these workflows for you and refines them with known best practices, while migrating them into Hubly.

Will Hubly allow us to keep building upon our client records built in Wealthbox CRM, or do we need to start from scratch?

We take what you already have in Wealthbox and build upon it to make it work for you in Hubly. We also have a function that allows you to instantly sync your client updates and work completed in Hubly, back to Wealthbox CRM.

Do tasks in Hubly workflows need to be completed in order? 

You do not need to check off a task in any particular order to move forward in a workflow, you can skip tasks and even rearrange them as needed. This ensures that you only mark completed the work that you actually do, helping your workflows become a compliant service record for every client.

Related Resources

Ready to discover a
better way to work?

Schedule a call with a Hubly expert
"Our workflows are more efficient because of Hubly, and dare I say fun!"
-Vincent R. Barbera, Newbridge Wealth Management