Looking to partner up with another advisor who uses Wealthbox. I use Redtail. We are both happy with our CRMs, but would be great to use Hubly to connect our client workflows and service them from one place.

Can you please update "Important Client Dates" with date of dealth, so that it can sync with the CRM?

Requesting a feature to copy all "Note Details" to the Redtail imported comments section when a task is completed. Currently, when we complete a task, the note details aren't saved so we're copying it and pasting manually.

When I look through the dashboard on Wealthbox I see the link "view this workflow in Hubly" when I click it takes me to Hubly in that same tab. I personally would rather that link open in a new tab so that it doesn't take me away from Wealthbox. Just a thought. thanks. Babette.

When a workflow is completed, to have a snapshot of all the steps and comments to be input into Redtail for historical documentation purposes, instead of a link back to Hubly

It would be great to be able to remove the active stream from Hubly when client status is made inactive in Wealth Box, or alternatively use the Wealthbox status to trigger inclusion in a workflow.

Have replies in Wealthbox transfer to client record on Hubly. We experienced this issue from the beginning and were told it would be added, but it has not been yet. Replies to comments or events in Wealthbox do not transfer over as comments or notes in Hubly. This would be very very very useful to have all notes and comments in Hubly.

Integrate the Wealthbox tasks into Hubly. I have seen that the Wealthbox tasks have been integrated into other platforms (i.e. TD Ameritrade, etc.) so perhaps there is an easy way to overly the existing WB tasks onto the client card or the Hub Feed.

Please add a deceased notification banner so if clients that have passed flow into a workflow they are not attempted to be contacted.

An obvious "deceased" notation on client cards or even near their name would be helpful. For example, Redtail has a banner that is red and impossible to miss. Something like this would be helpful to prevent from accidentally addressing a deceased spouse via email for example. Thanks!