Hubly Roadmap Requests

Consolidated feedback from customers on general improvements on managing emails with Hubly.

Consolidated feedback from customers on general improvements on CRM integration with Wealthbox and Redtail

Consolidated feedback from customers on general improvements to Zapier Integration

Request for you to potentially consider Advyzon for future CRM integration (and to see if other users agree). I use Redtail but I am considering consolidating to Advyzon.

We are the back office and have firm owned Redtail that most of our Advisors use. However, we have a few other Advisor teams that have their own databases and our back-office is just a user on. Would it be possible in the future to support multiple CRM logins?

I'd like to be able to integrate Hubly with Bento because because Bento also provides relevant content I can easily click and share with clients.

Add some type of integration with Ycharts or Orion to be able to add automation rules for clients when market indexes hit certain thresholds. Example would be when an index is in correction or bear market territory.

Pull through client info from PreciseFP to Hubly to reduce re-keying of data. For example, right now we are manually syncing the following (via exports from PFP into spreadsheet and then looking at streams, etc) TYPICALLY ONE TIME: First & Last Name for Client & Co-Client Birthday Anniversary ONGOING SEMI-ANNUALLY OR MORE OFTEN VIA MANUAL CROSSCHECK: Lead Advisor Client Segmentation (A client vs B client, etc) utilizing which stream they are in Client Status (Prospect vs Client vs Former Client, etc) utilizing which stream they are in We'd also love to sync up last Fee Date, IPS Date, and Last Meeting Date

Suggest adding the ability for Risk Tolerance to actually show a note like 50 stock/50 bond or something so that we can see it on the client card without having to go into the client files.

A direct integration with Salesforce CRM to sync client profiles, tags, etc.