Pricing that fits every stage of your growth
Monthly pricing is determined by the number of financial advisors in your firm.
YearlyMonthly
(Annual Subscriptions Get 2 Months Free)Solo-Advisors
For solo-advisors operating and running their business alone.$990 / year
- Redtail or Wealthbox Integration
- Unlimited Client Profiles
- Unlimited Workflows
- Unlimited Dashboards
- Client Categorization (Streams and Tags)
- Tailored, 1-on-1 Onboarding
- Hands-On Product Training
Advisory Teams
For advisory teams who collaborate on servicing their clients.$1,990 / year
- Redtail or Wealthbox Integration
- Unlimited Client Profiles
- Unlimited Workflows
- Unlimited Dashboards
- Client Categorization (Streams and Tags)
- Tailored, 1-on-1 Onboarding
- Live Team Training & Change Management
- 1 Financial Advisor Seat
- 3 Free Seats For Support Staff (Admin, Para-Planners, Biz-Dev)
- Onboarding & Training For New Advisors
- 24/7 Priority Support
Enterprise
For large networks, broker-dealers, and back-offices.TBD / year
- Team Functionality, plus...
- Custom CRM Integration
- Enterprise-Wide Process Templates
- Resource Sharing and Firm Level Access
- Shared Best Practices
- Customized Training Plans
- Dedicated Support Team
Personalized onboarding
Our team is here to support you, every step of the way. When you sign-up for Hubly, we’ll build a customized onboarding plan together that’s designed to help you reach your most important goals, faster. We charge a one-time, upfront implementation fee based on complexity and the size of your team. We stand by our commitment to your success and offer a full 60-day money back guarantee if you are not satisfied, no questions asked.
