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, we provide a flexible onboarding experience based on what is best for you and your firm.

Our onboarding is designed to get you up and running quickly. One of the biggest benefits of adding Hubly to your tech stack is that it helps you do more with the software you already have — gaining efficiency across the board. Finally a piece of software that you can get excited about implementing into your practice!

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!

You can seamlessly connect Redtail or Wealthbox CRM with Hubly.

You can learn more about our CRM integrations here.

Hubly’s workflows make up the processes that move your business! They automatically delegate tasks based on the roles within your firm and different team members' workloads. They also provide the context needed to complete a task, removing back and forth communication, and automatically notify you when you need to complete a task. 

In addition, Hubly workflows can launch automatically based on client milestones, preventing you from needing to run time consuming reports or missing an important client date. All work completed in Hubly’s workflows is automatically recorded, making you audit ready without any additional work. 

We would never make you do that! Hubly provides you with over 100 plug and play workflow templates for your financial advisory firm's growing needs. We’ve also partnered with  organizations to expand our library even further.
All our workflows are flexible and fully customizable to meet your firm’s specific business needs. Automations can start workflows for specific clients, trigger reminders and pass on tasks to ensure nothing slips through the cracks.

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.

We’re so serious about data security we have a whole other FAQs page dedicated to it. Get the answers to all your security and compliance questions here. 

We'd love to help. You can contact us at hello@myhubly.com‍

We will get back to you during regular business hours.