Top Hubly Alternatives
Wealthbox
wealthbox.com
Wealthbox is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms...
Affinity
affinity.co
Affinity is the next-generation relationship intelligence platform built for relationship-driven industries - financial services, professional services, real estate, and more. Using patented technology, Affinity enables teams to leverage their network and source their next big opportunity. Affinity’...
Creatio
creatio.com
Creatio (formerly bpm'online) is a Software as a service (SaaS) low-code solution for process management and CRM (customer relationship management). As of 2020, the Creatio solution stack consisted of Studio Creatio (low-code platform), Sales Creatio (sales force automation software), Marketing Crea...
Maximizer
maximizer.com
Maximizer is a powerful CRM solution specifically designed for sales. We understand the unique challenges faced by sales managers and sales teams. That's why we provide a game-changing alternative to complex CRM solutions and cumbersome spreadsheets for efficient sales activity management. With Maxi...
NMI
nmi.com
NMI lets you create the ideal, full commerce offering, whether you’re an ISV looking to build better solutions, an ISO wanting to increase value in your services, or a Bank providing payment processing tools. And while we don't work directly with merchants, we enable you to provide your merchants th...
Identifee
identifee.com
The Engagement Platform for Financial Services Deliver a connected experience, with automated data-driven insights and bite-sized training. Wow your customers, grow revenue and deposits.
Finpace
finpace.com
Finpace builds compliance-centric, automation software that automates workflows and eliminates time waste for financial advisory teams and their customers.
LeadCenter.AI
leadcenter.ai
The first AI-powered financial advisor sales and marketing automation platform that helps financial advisors automate sales and marketing processes to increase the conversion rate of leads to business.
TaskSuite
tasksuite.com
TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions ca...
4Degrees
4degrees.ai
The 4Degrees CRM provides intelligent relationship and deal management tools to help your team get the most out of your professional networks. We're built for deal-driven industries, including venture capital, private equity, mergers & acquisitions, investment banking, commercial real estate, and co...
Zapflow
zapflow.com
Zapflow is a power tool for professional investors purpose-built for deal flow, deal and portfolio management. It gives you more control; helps you make better decisions; and saves you time and stress.
Altvia
altvia.com
As the technology pioneer for private capital markets, Altvia is at the forefront of driving innovation that empowers GPs to deliver a best-in-class LP experience. Altvia's purpose-built and fully integrated technology platform helps to simplify data complexity, efficiently raise and deploy capital,...
Datasite
datasite.com
Datasite is where deals are made. Driving transactions in 180 countries. Delivering at the highest level, across sell-side, buy-side, and beyond. Datasite provides secure software solutions for managing the full spectrum of financial transactions — including M&A, restructuring and administration, a...
Dasseti
dasseti.com
Dasseti (formerly Diligend) is an award-winning software provider that helps institutional investors, investment consultants and investment managers meet the rigorous demands for data collection, analysis, exchange, reporting and compliance at every stage of the investment lifecycle. Dasseti Collect...