Get started with Wealthbox + Hubly
Modern CRM integrated with visual workflows to enhance processes and relationships.
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.
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.
Ready to try? Start your 14-day free trial now. Or schedule a demo.
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