Hubly provides a cloud‑based practice‑management platform for wealth‑management firms that consolidates client data from CRMs such as Redtail and Wealthbox into a single workspace. The system offers configurable workflow templates, role‑based task automation and real‑time dashboards to streamline onboarding, meetings, and investment processes while maintaining audit‑ready records. Integration via Zapier and enterprise security supports compliance and scalability.
Funding
$1.4M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Financial advisory firms often rely on disparate CRM systems and manual spreadsheets, resulting in fragmented client data, inconsistent processes, and limited visibility across teams. This leads to duplicated effort, missed tasks, compliance risk, and difficulty scaling services as the firm grows.
Solution
Hubly delivers a cloud‑based practice‑management operating system that centralizes client information from existing CRMs and presents it in a single, configurable workspace. The platform provides a library of over 100 industry‑specific workflow templates that can be customized and linked to role‑based task routing, ensuring the right person receives the right assignment at the right time. Automated triggers launch follow‑up actions based on client milestones, while visual dashboards give managers a real‑time, 1,000‑foot view of progress across onboarding, meetings, investment management, and employee training. Integrated with Redtail, Wealthbox, and Zapier, Hubly synchronizes data securely and eliminates manual re‑keying. All workflow activity is logged automatically, supporting audit readiness and regulatory compliance.
Target Audience
The solution is designed for wealth‑management firms, registered investment advisors (RIAs), broker‑dealers, TAMPs, and their internal advisory and support teams that need scalable, compliant workflow automation.
Features
- Bi‑directional sync with Redtail and Wealthbox CRMs, plus Zapier connectors for over 2,000 third‑party apps.
- Visual client cards and firm‑wide dashboards that display real‑time status of every workflow and task owner.
- Role‑based automatic task assignment with workload‑aware routing and conditional next‑step logic.
- Library of 100+ plug‑and‑play workflow templates for client onboarding, meetings, money movement, and employee onboarding, fully customizable without code.
- Collaborative SOP documentation within each workflow, preventing errors and ensuring audit‑ready records.
- Multi‑team visibility and reporting tools that aggregate metrics for compliance, performance, and capacity planning.
- Enterprise‑grade security and compliance controls, including encrypted data storage and role‑based access management.