Hubly, a workflow management platform enhancing efficiency and visibility for registered investment advisors (RIAs) and wealth management firms, has announced significant ecosystem expansions. Powered by a new GraphQL API developed post-acquisition by Docupace, Hubly integrates with AI assistant Jump and productivity tools GReminders and Pulse360 to automate client work from meeting insights.
While AI has advanced note-taking and data capture in advisory meetings, translating insights into actionable back-office work has remained manual. Hubly's API bridges this divide, automatically initiating workflows, assigning tasks, and routing follow-ups based on triggers from integrated tools.
"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 partnerships leverage Hubly's enhanced API architecture:
Jump + Hubly: Advisors trigger relevant workflows directly from Jump's meeting follow-ups, eliminating re-entry and ensuring seamless execution.
GReminders + Hubly: Scheduled meetings automatically launch preparatory workflows in Hubly, aligning teams for reviews and client interactions.
Pulse360 + Hubly: Polished documentation and tasks sync into Hubly, enabling white-glove follow-through without manual transfers.
These connections mark increased development velocity since Hubly joined Docupace in March 2025, shifting advisory practices from siloed tools to synchronized ecosystems that boost productivity and service capacity.
Hubly will co-host a webinar with leaders from Jump, GReminders, and Pulse360 to illustrate automated workflows in action.
Event: Hubly's AI Hat Trick with Jump, GReminders and Pulse360 Date/Time: Thursday, January 15, 2026, at 1:00 PM Central Time Registration available for insights into the connected practice.
This expansion positions Hubly as a central hub for autonomous wealth management operations, integrating AI intelligence with operational execution.
About Docupace
Docupace is a software provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the company's cloud-based platforms, including Docupace, Hubly and PreciseFP, to reduce back-office expenses, improve efficiency, fulfill regulatory obligations, strengthen recruiting, and enhance the experience of advisors and investors. With headquarters in Holmdel, New Jersey, Docupace serves some of the largest independent broker-dealers, banks, insurance companies and registered investment advisers (RIAs) in the financial services industry, supporting roughly 350,000 active users and processing over 11 million work items annually. The company received more than 20 industry awards and recognitions in 2025, including WealthTech Employer the Year (WealthTech Americas 2025), Investment News Best Places to Work 2025, CNBC World's Top FinTech Companies 2025 and multiple ThinkAdvisor Luminaries Awards.
About Jump
Jump is the industry's leading advisor AI assistant, enabling registered investment advisor (RIA), broker-dealer, and enterprise teams to cut meeting admin by up to 90% while elevating the advisor and client experience. Jump automates meeting prep, note taking, compliance documentation, CRM updates, client recap email, financial data extraction and follow-up tasks, allowing advisors to process meetings in just five minutes – not 60. Jump is made for advisors, 100% customizable, deeply integrated with the tech stack, and designed with safety and compliance in mind.
About Pulse360
Pulse360, a 2024 AdviceTech Live Community Award recipient and 2021 & 2023 Wealthmanagement.com Industry Awards Finalist, is a documentation and automation platform for advisors who refuse to let details slip. Built for practices that demand white-glove client experiences, Pulse360 helps discerning advisors look professional and drive more referrals at scale.
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