Manage and track every stage of your client’s financial planning journey with Hubly!
Integrated with your CRM, Hubly lets advisors be better financial educators, project managers, and accountability partners, enabling advisory firms to scale while keeping all of your clients happy. Hubly’s tools streamline the financial analysis and goal setting process, leading to a faster delivery of personalized recommendations. Hubly simplifies how advisors manage client goals, projects, and the implementation of financial strategies and tools. With Hubly advisors can create, manage, and automate their subscription-based service calendars to ensure a consistent client experience. For more information, visit the Hubly website here.
WHAT ARE THE INTEGRATION POINTS BETWEEN HUBLY AND REDTAIL CRM?
This integration allows advisors and their teams to sync client data across platforms so that they can get up and running in Hubly with a single click. Redtail users can now access their full list of clients and begin adding them into Hubly workflows without needing to rekey any information. In addition to being able to create new Redtail client records, users can also create and edit Redtail tag groups right through Hubly. In Hubly, Tags can be used to add groups of clients into workflows, personalize workflow task-lists (by applying task conditions), and save time with automation (by setting up workflow rules).
DETAILS ON INTEGRATION SETUP AND USAGE
Redtail’s documentation on this new integration is available here.