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

Forms & Conditional Logic within Workflows!

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

Pricing Package and Insights Trial Update Announcement

Message To Customers: Evolving for Efficiency

Ron Gorodetsky

Louis Retief

Announcements

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

Wealthbox CRM + Hubly: Integration Announcement

Client record linking and two-way sync with Redtail CRM

Redtail CRM + Hubly: Integration Announcement

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

Zapier + Hubly: Integration Announcement

Integrations

📢 Announcing Hubly for Teams

📢 A New Look For Tasks, A Tag Manager, New Integration In Beta, And More!

📢 Previews For Reminders, Supercharged Views, Quick Actions, And More!

📢 Age-Based Rules, New Filters, And More!

📢 Hubly Digest, Client Exports, and Improved Next Workflows!

📢 Reminder Status Filter, Seasonal Task Conditions, and More!

📢 Customizable Client Dates, A New Way To See Active Workflows, and More!

📢 A New Way To Quickly Create Workflows & Household Members, CRM Sync Enhancements, and more!

📢 Updates to Workflow Settings, Hub Filters, and Client Actions

Updates

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