For those advisors already using the popular Redtail or Wealthbox customer relationship management platforms, Hubly, a workflow management tool that has bidirectional integrations with both, just ...

AI agents automate project tasks by assigning work based on priority and availability, centralizing communications, and ...

Streamlining tasks, assignments and communication is a necessity for the productivity of any workplace. Gone are the days of sticky notes on a large whiteboard. As teams grow bigger and projects grow ...

Our kids' school, like many, was caught with their pants down and scrambled to pivot to remote teaching over a few days when he lockdown and closures were announced. They settled on using MS Teams for ...

Microsoft Planner is an efficient tool by Microsoft that lets you organize teamwork with intuitive, collaborative, visual task management. Planner sends email and pushes notifications for a variety of ...