Essentials
Starting at
$59
per user/month
Perfect for new advisors getting off the ground
Workflow Templates Library (100+)
Unlimited Custom Workflows
Unlimited Visibility
Data Forms
Support Via Chat and Email
Automations for Client Service
MOST POPULAR
Business
Starting at
$89
per user/month
Great for process implementation in your business
Essentials Features, plus:
CRM integration
Role Assignment & Task Routing
Two Service Teams
Reporting for Insights
Conditional Logic
1:1 Consulting with Hubly Ops Gurus (4 sessions annually)
Annual Business Review Meeting
Scale
Starting at
$119
per user/month
Ideal for supercharging your firm’s capacity and efficiency
Business Features, plus:
Robust Data Analytics & Reporting for Insights
Synced CRM Roles
Unlimited Service Teams For Multi-Office Management
Additional 1:1 Consulting with Hubly Ops Gurus (6 sessions annually)
Additional Business Review Meeting (semi-annual)
Team Collaboration Training
Essentials
Starting at
$75
per user/month
Perfect for new advisors getting off the ground
Workflow Templates Library (100+)
Unlimited Custom Workflows
Unlimited Visibility
Data Forms
Support Via Chat and Email
Automations for Client Service
MOST POPULAR
Business
Starting at
$110
per user/month
Great for process implementation in your business
Essentials Features, plus:
CRM integration
Role Assignment & Task Routing
Two Service Teams
Reporting for Insights
Conditional Logic
1:1 Consulting with Hubly Ops Gurus (4 sessions annually)
Annual Business Review Meeting
Scale
Starting at
$150
per user/month
Ideal for supercharging your firm’s capacity and efficiency
Business Features, plus:
Robust Data Analytics & Reporting for Insights
Synced CRM Roles
Unlimited Service Teams For Multi-Office Management
Additional 1:1 Consulting with Hubly Ops Gurus (6 sessions annually)
Additional Business Review Meeting (semi-annual)
Team Collaboration Training
GET STARTED

Unleash the power of
effortless financial advisory

30 Day Free Trial

Getting started with Hubly is easy

Grow without growing pains and continue provide an exceptional client experience at scale with Hubly’s revolutionary practice management system.

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Onboarding and support from industry experts

You’ll be taught by Hubly workflows experts who have financial industry experience — many were once Hubly customers themselves! They’ve walked the walk and have the in-depth knowledge to set Hubly up in a way that makes sense for your firm.

Integration with your CRM and favorite platforms

Connect Hubly to Redtail or Wealthbox CRMs as well as over 2000+ other softwares using Zapier. Popular integrations include Calendly, Gmail, and Mailchimp.

Circle with Hubly, Wealthbox, Zapier, Redtail, Gmail, Calendly and Mailchimp logos
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Plug-and-Play workflow templates to get started fast

Starting over from scratch is daunting. At Hubly we make it easy to get up and running from the start with over 100 plug-and-play workflow templates purpose-built for financial advisory firms.

Hubly Onboarding to Meet your Firm's Needs

When you transition to Hubly, we ensure that we get your team up and running seamlessly. Your firm will be onboarded by our dedicated and knowledgeable team with a focused approach based on the specific needs of your advisory firm.

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Community Onboarding

Teams of 4 or less
Starting at $500 per firm

Transition seamlessly into Hubly with our interactive virtual training. You will participate in three training sessions with other like-minded financial service professionals, providing an opportunity to expand your network and share best practices and learnings.

Learn more
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Full Service Onboarding

Teams of 5 or more
Starting at $3,000 per firm

The larger your firm, the more complicated your service offering is. Hubly's Full Service Onboarding includes tailored workflow build-out and personalized training designed for your firm's needs. Our experts do the heavy lifting to get you and your team up and running quickly.

Learn more
"Without Hubly we would be stepping on each other's toes. Hubly makes it easy to clearly determine who was responsible for what so that we no longer ask each other about the status of this and that."

Jake Milder

"Using Hubly will allow me to service at least 20% more households than I could otherwise support."

Anita Ritter

"Right off the bat, our team found that our meeting prep work and follow-up work became more consistent. Hubly’s adaptability allows us to create a system that provides that consistency while still being flexible enough to accommodate each client’s unique needs."

David Shotwell CFP®

“I want to grow my practice to meet my full earning potential and serve my clients well, and Hubly helps me do that by making me efficient and organized.”
"Hubly is a great software backed by an amazing team. It makes juggling the 1000's of daily tasks an advisor has easy."
Hubly customer headshot
Josh Bennett CFP®, EA
Vincere Wealth Management
Using Hubly will allow me to service at least 20% more households than I could otherwise support.

FAQ

What is Hubly?

At Hubly, we do the heavy lifting. We don't believe in being just another software product in a large technology stack. To ensure that Hubly is utilized across your firm, we provide a flexible onboarding experience based on what is best for you and your firm.

Our onboarding is designed to get you up and running quickly. One of the biggest benefits of adding Hubly to your tech stack is that it helps you do more with the software you already have — gaining efficiency across the board. Finally a piece of software that you can get excited about implementing into your practice!

Is Hubly a CRM?

Hubly is not a CRM - it's a workflow management tool that activates your client data from your CRM and turns it into an organized information stream. Saving you hours of back-office work each week!

What CRMs do you integrate with?

You can seamlessly connect Redtail or Wealthbox CRM with Hubly.

You can learn more about our CRM integrations here.

What makes Hubly workflows to smart?

Hubly’s workflows make up the processes that move your business! They automatically delegate tasks based on the roles within your firm and different team members' workloads. They also provide the context needed to complete a task, removing back and forth communication, and automatically notify you when you need to complete a task. 

In addition, Hubly workflows can launch automatically based on client milestones, preventing you from needing to run time consuming reports or missing an important client date. All work completed in Hubly’s workflows is automatically recorded, making you audit ready without any additional work. 

Do I have to create all of my workflows from scratch?

We would never make you do that! Hubly provides you with over 100 plug and play workflow templates for your financial advisory firm's growing needs. We’ve also partnered with  organizations to expand our library even further. All our workflows are flexible and fully customizable to meet your firm’s specific business needs. Automations can start workflows for specific clients, trigger reminders and pass on tasks to ensure nothing slips through the cracks.

We provide hands on onboarding with our Workflow Experts. They help you customize your workflows to meet your firms specific business needs as well as set up automations to make your processes more streamlined and efficient than ever.

Is my data secure in Hubly?

We’re so serious about data security we have a whole other FAQs page dedicated to it.

Get the answers to all your security and compliance questions here

What if I have more questions?

We'd love to help. You can contact us at [email protected] or you can schedule a Strategy Call with our team.

We will get back to you during regular business hours.

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