Workflow management platform Hubly aims to address the gap between AI and operational execution, according to an announcement from Hubly’s parent company, Docupace. Hubly partnered with Jump, GReminders and Pulse360 “to turn meeting insights into real, executed client work.”
“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.”
The foundation of these integrations is a GraphQL application platform interface (API), developed after Docupace bought Hubly. APIs are programs that integrate various pieces of software. The announcement stated that this API is designed to address the industry’s “last-mile” problem of moving data into the back office through enabling AI summaries to trigger fitting actions for automatic completion or assignment to the right person.
The integrations connect tools so advisor activities automatically trigger operational workflows. The Jump integration allows workflows to start automatically after advisor approval of post-meeting proposed tasks. Similarly, the GReminders integration will automatically trigger workflow items such as annual reviews. The Pulse360 integration syncs client documents and follow-up items from Pulse360 into Hubly.
James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.
