Hubly
Client Relationship Management
active
Vancouver, Canada
Community Ratings
Active Users
Former Users
Overall Rating
2.7
(3 ratings)Active: 3Former: 0
Features
2.7
(3 ratings)Active: 3Former: 0
Reliability
5.0
(2 ratings)Active: 2Former: 0
Performance
2.5
(3 ratings)Active: 3Former: 0
Security
2.7
(3 ratings)Active: 3Former: 0
Value for Money
2.8
(3 ratings)Active: 3Former: 0
Customer Service
2.9
(3 ratings)Active: 3Former: 0
Ease of Use
2.5
(3 ratings)Active: 3Former: 0
Integrations
3.0
(3 ratings)Active: 3Former: 0
Total Active Reviews: 3Total Former Reviews: 0
About Hubly
Hubly is a client relationship management tool designed for financial advisors to streamline workflows and improve client service.
Pricing
This vendor doesn't list public pricing information.
Contact for PricingCategories
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Industry Focus
Financial Services
Key Features
Workflow automation
client management
task tracking
compliance support
Pros
Easy to use
excellent customer support
improves workflow efficiency
Cons
Limited integrations
higher cost for small firms