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, and broker-dealers to manage client relationships while streamlining operations. Learn more at www.wealthbox.com.

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’s CRM integrates billions of data points from the data every organization is sitting on, but not utilizing: data inside our email, calendar streams, and other disparate systems. By bringing this data together, Affinity supercharges how teams manage relationships by automating away their data entry, never dropping the ball on key leads, and unlocking warm introductions to key decision-makers. Got no time for manually filling your CRM? Making decisions about your deals using guesswork? If this is the case, Affinity is built for you so you can stay focused on doing what you do best: build strategic, long-term relationships. If you’re already using a CRM, you can still Affinity by integrating the relationship intelligence into it with Affinity’s 100s of integrations. Join 10,000+ users in 60+ countries who are using Affinity to better leverage their network.

Creatio

creatio.com

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Millions of workflows are launched on their platform daily in 100 countries by thousands of clients. Genuine care for their clients and partners is a defining part of Creatio DNA. Creatio offerings include a no-code platform (Studio Creatio), CRM applications (marketing, sales, and service), industry workflows for 20 verticals and marketplace add-ons. They help their customers digitize workflows, enhance customer and employee experiences, and boost the efficiency of commercial and operational teams. Creatio is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports. Creatio products receive raving end-user reviews on peer-to-peer portals. Their customers enjoy the freedom to own your automation. Freedom is provided through unlimited customization, the ability to build apps without a line of code, and a universe of ready-to-use templates and connectors. Their platform empowers knowledge workers to build applications with no-code while increasing organizational capacity. They believe in genuine care. They build sincere relationships with their clients and partners by giving a hand first and then thinking about business, communicating transparently and openly, and listening, adjusting and bringing value. Creatio is an American company headquartered in Boston, MA. They have 700+ employees in six offices and a local presence in 25 countries. Creatio has long-lasting relationships with some of the world’s most successful organizations including AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, BNP Paribas Group and many others. Creatio partners with 700 GSIs and local integrators. Their culture is about genuine care for their clients and partners, passion, going the extra mile and staying positive.

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 Maximizer's robust analytics and insights, you can effortlessly monitor and achieve your revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center. Try Maximizer today!

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 can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market.

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 consulting. Our software combines the ability to search your team's network easily and intuitively, with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward.

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, and capital raising. Our intuitive platform offers rigorous security enabling file sharing and collaboration within and across organizations. More than a virtual data room (VDR), Datasite supports advisors and their clients across the entire deal lifecycle with secure collaborative software that shortens timelines for buy-side and sell-side teams from deal sourcing and deal preparation to post-merger integration (PMI) while meeting regulatory compliance — including GDPR and CCPA requirements. As the premier virtual data room for M&A due diligence globally, Datasite is consistently recognized for breakthrough technologies that include AI/ML-enabled tools, such as automated redaction. Beyond due diligence, Datasite provides transaction and document management solutions for investment banks, corporate development, private equity, and law firms across industries.

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 the ability to accept payments at all points of engagement: in-store, mobile, online, and unattended.

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.

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, and deliver a modern LP experience. With an unwavering commitment to service excellence, product innovation, and a deep understanding of the industry's unique needs, Altvia has become a trusted partner for firms looking to optimize processes and stand out in the competitive market.

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 allows allocators to streamline data collection and analysis processes through digitization, automation and collaboration. Dasseti ESG Collect is used by private market LPs to collect hard-to-find ESG data from GPs, or GPs collecting data from portfolio companies. Dasseti Engage allows asset and fund managers to improve investor relations by streamlining processes like: responding to client requests, delivering consistent information, distributing reports quickly and securely.