Hubly
Unleash the power of effortless financial advisory.
Hubly is a workflow management and process management platform built for financial advisory firms and their back-office teams. It addresses the problem of client service tasks and firm processes slipping through the cracks by giving teams a single place to track progress, assign responsibility, and follow repeatable workflows. Rather than replacing a CRM, Hubly activates client data from a CRM to organize tasks and workflows, and it is not a client-facing tool.
Core capabilities include a library of 100+ workflow templates, unlimited custom workflows, conditional task logic and forms, role assignment and task routing, a Client Card for at-a-glance client overviews, and reporting for insights. It integrates with Redtail and Wealthbox CRM for two-way data sync, and with Zapier to connect additional applications such as Calendly, Gmail, and Mailchimp. Use cases span client onboarding, meeting prep and follow-up, account opening and money movement, employee onboarding, and recurring client service. Data is hosted on AWS with TLS and AES-256 encryption, and login is handled through AWS Cognito.
Hubly is packaged as seat-based subscriptions with yearly or monthly billing across Business, Scale, and Enterprise editions, with Enterprise offering custom integrations, API access, and SSO. A 30-day free trial is available, and onboarding is offered as Community Onboarding for teams of four or fewer or Full Service Onboarding for teams of five or more, each priced per firm.
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