HOLMDEL, N.J., Jan. 6, 2026 /PRNewswire/ -- Hubly, a powerful workflow management platform that provides efficiency and visibility to registered investment advisors (RIAs) and wealth management firms, ...

Docupace has bolstered its registered investment advisor software services by acquiring startup Hubly, a workflow and operations platform that syncs with advisors’ customer relationship management ...

Docupace, a software provider for wealth management back-office operations, has acquired Hubly, a workflow management platform. Financial terms of the transaction remain undisclosed. Hubly's platform ...

Advisors have been seeking ever greater efficiency and more seamless integration between their tools for all 19 of the years I’ve been covering advisor technology. I first explicitly touched on the ...

The MarketWatch News Department was not involved in the creation of this content. Strategic Integrations with Jump, GReminders and Pulse360 Bridge the Gap Between AI Intelligence and Operational ...