“Hubly allows us to quickly keep track of all the moving pieces when we are bringing a new family onboard. It’s just how we get our job done, on a day-to-day basis.”
No more to data re-keying with direct integrations with Redtail and Wealthbox CRM's.
Access and customize over 100+ workflow templates designed specifically for advisory firms.
Date based workflow triggers designed to ensure that nothing falls through the cracks.