About Hubly
Hubly is a workflow management software from Hubly that supports financial advisors in managing their operations. It provides task tracking, client communication, and reporting features so that teams can collaborate effectively and maintain a clear overview of client obligations. Hubly aims to improve productivity by consolidating various processes into a single platform. The software is designed to facilitate better engagement with clients, simplify task assignments, and maintain accountability across teams. Key capabilities: task management client onboarding document storage email integration performance tracking Best for: financial advisors that need an organized system to oversee client workflows and improve operational efficiency.
Hubly Details
Hubly's In-App Market Place
Does Hubly have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£)
Pros & Cons
- CRM integration allows easy adoption without sacrificing existing client data systems.
- 100+ workflow templates speed up process standardization and ensure compliance readiness.
- Eliminates NIGOs and reduces administrative burden to maximize advisor productivity.
- Client Card and 1,000-foot view provide quick visibility and enhance team accountability.
- Specialized solutions for money movement and employee onboarding are included.
- The platform is niche, useful only for financial advisory and wealth management firms.
- The pricing model (outside of the 30-day trial) is not publicly disclosed.
- Relies on integrations with external CRMs; native CRM functionality is not mentioned.
- The true level of automation (e.g., auto-filling forms) is not explicitly detailed.
- New firms must adopt Hubly's pre-built template structure, limiting initial design freedom.
Hubly's Support Options
Email Address
hello@myhubly.comContact
1 888 329 0276Documentation
https://www.myhubly.com/case-studies