Redtail Partner Spotlight - Hubly Integration Announcement

December 29, 2021

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We announce the client data integration with Redtail Technology, a provider of client relationship management (CRM) solutions for the financial advice industry. This capability not only eliminates the manual steps financial service providers previously took when keying in their client information into Hubly, but more importantly, turns their Redtail client data into actionable opportunities.

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-Vincent Renaut, Cambridge Cape Cod AdvisorsNewbridge Wealth Management