Equisoft/connect vs. Hubly
A side-by-side comparison based on G2 review data.
| Metric | Equisoft/connect | Hubly |
|---|---|---|
| Overall rating | 4.4 | 4.9 |
| Review count | 26 | 10 |
| Ease of use | 9.1 | 9.5 |
| Ease of setup | 9.3 | 10.0 |
| Quality of support | 9.4 | 10.0 |
| Meets requirements | 9.4 | 9.6 |
| NPS | 61.538462 | 100 |
| Small Business | 91.3% | 100.0% |
| Mid-Market | 8.7% | 0.0% |
| Enterprise | 0.0% | 0.0% |
| Total page views | 79 | 52 |
| Total LLM citations | 90 | 42 |
Equisoft/connect
Equisoft/connect is a web-based CRM software designed specifically for advisors seeking to optimize their business practice.
Hubly
Hubly's software helps growing financial advisory firms deliver an exceptional client experience with a visual dashboard to manage best-practice workflows, processes, and individual client relationships. Hubly's easy to use technology prevents things from falling through the cracks for financial advisors and their teams.