Redtail Partner Spotlight - Hubly Integration Announcement

December 29, 2021

Talk to a Workflow Expert

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.

More Videos

How to Use Curated Workflows to Systematize and Streamline Insurance Reviews
Wealthbox CRM and Hubly Integration Demo
Fireside Chat with Dennis and John, wHealth Advisors