Get started with Wealthbox + Hubly

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.

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  Hubly’s software allows you to get a visual overview of your entire firm.

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  Hubly’s client card provides a single source of truth for each client, at a glance.

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  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.