Our New Partner webinars provide you with the details you need to 1) determine whether or not a new integration partner might be beneficial to your office and 2) if so, learn how to get signed up, set up and using the integration between Redtail and that new partner.
Hubly is on a mission to help financial advisors scale a high-touch client experience and increase your client capacity without compromising service quality. We’ve built software that works the way that you do, with fully customizable workflows that can be organized into processes and powerful dashboards to save you time and help you stay organized. Hubly makes it easy to visualize your client data, manage workflows and tasks, and track the next steps for every client. Find out how Hubly is helping modern financial advisory firms scale.