"The true promise of wealthtech isn't just about 'smarter' tools; it's about tools that actually do the work alongside the advisor," said Louis Retief, Co-Founder and Product Owner at Hubly. "By pairing Hubly's workflow engine with the industry's best AI and productivity tools, we are closing the loop. Now, an AI assistant doesn't just take notes — it initiates the client engagement process. A calendar doesn't just book a time — it assigns the prep work. This is the power of the autonomous practice."

These integrations represent a fundamental shift in how financial advisory practices operate: moving beyond isolated point solutions to a synchronized ecosystem where AI insights and events automatically trigger comprehensive operational workflows, simplifying work delegation and task routing, creating measurable gains in advisor productivity and client service capacity.

While artificial intelligence has rapidly changed how advisors capture conversations and client information, the challenge has been moving that data into the back office. Hubly's new API solves this "last-mile" problem, turning static AI summaries into dynamic work that is automatically completed and/or assigned to the right team member at the right time.

Connecting Best-in-Breed via New API
The new integrations demonstrate the heightened development velocity Hubly has achieved since joining the Docupace family in March 2025, developing a robust new API architecture to connect with market leaders:

• Jump + Hubly: Integrating Hubly with Jump allows advisors to start Hubly workflows directly from meeting follow-ups. After a meeting, Jump recommends relevant workflows, which the advisor can review and send to Hubly. This eliminates manual re-entry and helps ensure follow-ups move straight into execution.
• GReminders + Hubly: Together, GReminder's AI workflow platform and Hubly helps wealth managers advise better and have smarter meetings with their clients. Scheduled meetings in GReminders can trigger next steps and automated workflows in Hubly - such as Annual Review Prep - ensuring that everyone is on the same page.
• Pulse360 + Hubly: Advisors can now automatically sync polished client documentation and follow-up tasks from Pulse360 into Hubly workflows — ensuring white-glove execution without manual effort.