Any Hubly users? · RIA Operators

Jul '23 (edited) in AdvisorTech

Any Hubly users?

A question came up in our call yesterday about Hubly and if it was a tool we recommended.

Hubly workflows do have many more features than the workflows in Redtail and Wealthbox, but is it worth adding on to your CRM when it already has workflows?

Any Hubly users? What do you think?

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