Integrations /Financial Planning

Get started with Wealthbox + Hubly

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

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.

Contact information is automatically synced between Hubly and Wealthbox.

“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

Get started with Wealthbox + Hubly

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