Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Craft distinctive digital experiences fueled by instantaneous financial data and insights. Gain access to a versatile write-once read-many data stream encompassing all major custodians, and take advantage of easy-to-integrate white-labeled features for billing, reporting, and additional services. By establishing new distribution pathways, you can unlock your firm's full growth capabilities. Enhance back-office efficiency through consolidated portfolio management, automated reporting, and straightforward fee billing processes. As the industry's sole fully API-first, multi-custodial software and data aggregation platform designed by developers specifically for developers, BridgeFT’s WealthTech API simplifies your development processes while continuously evolving with cutting-edge technology. This WealthTech-as-a-service platform presents a unified, open API that provides trade-ready, multi-custodial data, sophisticated analytics, and vital applications. It also facilitates the aggregation of multi-custodial held away assets and third-party application data, ensuring comprehensive financial oversight. By embracing this innovative approach, firms can significantly elevate their operational efficiency and data management strategies.
Description
Hubly empowers financial advisors to harness a seamless and efficient approach to managing client relationships, thereby enhancing the overall household experience of your firm into a streamlined and stress-free operation that can expand effortlessly. This innovative practice management platform, which is available in the cloud, merges CRM capabilities with advanced workflow automation, task distribution based on roles, conditional logic, and integrated reminders to maintain consistency and reduce the likelihood of administrative mistakes. Offering over 100 ready-made workflow templates that cover various processes such as client onboarding, fund transfers, client reviews, meeting preparations, and staff onboarding, Hubly ensures a consistent and scalable client experience. Additionally, it features a centralized hub feed along with client cards that track progress, list upcoming tasks, summarize past interactions, and clarify assigned duties, thus providing complete transparency and accountability within teams. With its intuitive, no-code interface, Hubly simplifies the creation, customization, and sharing of workflows, making it accessible for users of all skill levels. In this way, Hubly not only optimizes operational efficiency but also enhances collaboration and communication among team members.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Calendly
No
Gmail
No
Mailchimp
No
Plaid
Yes
Redtail CRM
No
Wealthbox
No
Zapier
No
Zoom
No
Integrations
Calendly
Yes
Gmail
Yes
Mailchimp
Yes
Plaid
No
Redtail CRM
Yes
Wealthbox
Yes
Zapier
Yes
Zoom
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$75 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
BridgeFT
Country
United States
Website
www.bridgeft.com
Vendor Details
Company Name
Hubly
Founded
2019
Country
Canada
Website
www.myhubly.com