Wealthbox CRM and Hubly Integration Demo

August 16, 2022

Talk to a Workflow Expert

If you are a Wealthbox user, or thinking about switching to Wealthbox, watch this demo to learn how Hubly and Wealthbox seamlessly integrate together.

This integration allows Financial Advisors and their teams to provide a more personalized and proactive client experience. Hubly utilizes the data from your CRM to help you identify opportunities for client engagement. In addition to this, Hubly syncs client data and completed work with Wealthbox to keep your client records up to date.

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"I can confidently say that things are not slipping through the cracks anymore
-Vincent Renaut, Cambridge Cape Cod AdvisorsNewbridge Wealth Management