Hubly Roadmap Requests

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?

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.

A direct integration with Microsoft Dynamics to sync client profiles, tags, etc.