Hubly integrations with Jump, GReminders, and Pulse360 are force multipliers for advisors seeking simplified workflows.

I’m always looking for a better way to improve my workflow. PowerToys is an essential pack of over 20 utilities that allows task automation. Anyone who uses PowerToys has their favorites. This time, ...

Process mining is now part of Microsoft’s process automation suite, giving you the KPIs and visualizations you need to identify bottlenecks in both manual workflows and software processes. Automating ...

Funding will fuel product expansion, accelerate enterprise adoption and embed artificial intelligence (AI) that automates workflows directly inside advisors’ existing tech stack Focal, the AI-powered ...