Hubly

Improving ease and speed of navigation, introducing email notifications, and building up a strong foundation for a faster application.

📣 Hubly Year in Review 2021

Use Hubly's Forms and Conditional Logic within Workflows for more accurate client journeys

We are excited to announce an update to our pricing structure to help you unleash the power of effortless financial advisory.

Turn client data into actionable opportunities and eliminate data rekeying steps with Hubly's first client data integration.

Client record linking and two-way sync with Redtail CRM

Supercharge your workflows by connecting Hubly to 2,000+ other apps with Zapier

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