Integrate with your favourite platforms
Connect Hubly to Redtail or Wealthbox CRMs as well as over 2000+ other softwares using Zapier. Popular integrations include Calendly, Gmail, and Mailchimp.
When you transition to Hubly, we ensure that we get your team up and running seamlessly. Your firm will be onboarded by our dedicated and knowledgeable team with a focused approach based on the specific needs of your advisory firm.
Live online training to transition seamlessly to Hubly. You will participate in our live online training with other like-minded financial service professionals, providing an opportunity to expand your network and share best practices and learnings
Learn moreThe larger your firm, the more complicated your service offering. Full Service Onboarding includes tailored workflow build-out and personalized training specific to your firm's needs. Our experts get you and your team up and running quickly.
Learn moreWe know it's rare these days to meet the humans behind the technology. With Hubly, we make sure our human customer support is easily accessible through our in-app chat. In fact, you'll hear back from a Hubly expert within 5 minutes during business hours.
Connect Hubly to Redtail or Wealthbox CRMs as well as over 2000+ other softwares using Zapier. Popular integrations include Calendly, Gmail, and Mailchimp.
Starting over from scratch is daunting. At Hubly we make it easy to get up and running from the start with over 60 best-practice workflow templates purpose-built for financial advisory firms.