Dreading switching CRMs?
Switching CRMs isn't easy. Why not do more with the software you already have?
Hubly allows Wealthbox and Redtail users to serve more clients with less stress. See it in action here:
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Supercharge Your Tech Stack With Hubly
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Frustrated by your clunky CRM? Looking for an intuitive and easy platform to use?
Instead of fighting your existing tech, supercharge it with Hubly – the only process management system designed to work alongside CRMs like Wealthbox and Redtail.
❌ No manual data migration
❌ No downtime
❌ No complex onboarding
Whether you love your CRM or hate it, no one wants the hassle and expense of switching to a new system. The good news is, you don't have to. Here’s what some real users have to say about where Hubly fits into their tech stack.
Whether you love your CRM or hate it, no one wants the hassle and expense of switching to a new system. The good news is, you don;t have to. Here’s what some real users have to say about where Hubly fits into their tech stack.
Hubly takes client data in your CRM and turns it into dynamic workflows that you can track, manage, monitor and assign out to your team. View in-process client tasks from a single hub, where you can see who’s responsible for what, and what’s outstanding.
✅ Operational professionals – keep team members accountable, delegate with ease, eliminate spreadsheets and back-and-forth emails
✅ Advisors and owners – See progress reports at a glance and free up time to serve more clients
Use Hubly to save hours on your key processes
New client onboarding
Deliver a consistent onboarding experience across your entire firm and onboard multiple clients simultaneously while ensuring nothing is missed.
Client review meetings
View a single source of truth to track clients and receive automated reminders when you need schedule a client meeting or follow-up on an action item.
Money movement & account opening
Create a speedy account opening processes that is standardized with your custodian so you can service more clients and prevent NIGOs.
Employee Onboarding
Plug new employees directly into your firm's processes so that they can get up and running quickly and efficiently with minimal hand holding.
Hubly to saves hours on key processes
New client onboarding
Deliver a consistent onboarding experience across your entire firm and onboard multiple clients simultaneously while ensuring nothing is missed.
Meeting prep & follow-up
View a single source of truth to track clients and receive automated reminders when you need schedule a client meeting or follow-up on an action item.
Account opening & money movement
Create a speedy account opening process that is standardized with your custodian so you can service more clients and prevent NIGOs.
Employee training & onboarding
Plug new employees directly into your firm's processes so that they can get up and running quickly and efficiently with minimal hand holding.
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