Wealthbox + Hubly

Modern CRM integrated with visual workflows to enhance processes and relationships.

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Overview

Hubly revolutionizes practice management for financial advisory firms by bringing efficient processes, easy client tracking, and team collaboration into a single visual workspace. The integration with Wealthbox allows users to pre-populate client information from Wealthbox to create/update client records through Hubly.

Hubly’s software allows you to get a visual overview of your entire firm.
Hubly’s client card provides a single source of truth for each client, at a glance.
As soon as a client record gets updated in Hubly, it automatically syncs that information back to Wealthbox to keep your client data up to date.

Resources

Recorded webinar

CRM + Practice Management & Workflow Automation: A Webinar on the Integration of Hubly + Wealthbox

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“With the Hubly integration, advisors can turn Wealthbox client data into actionable opportunities while eliminating time-consuming and error-prone data reentry steps.”

Ron Gorodetsky, COO at Hubly

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