Unleash your firm's full potential
Grow without growing pains and continue providing an exceptional client experience at scale with Hubly's revolutionary practice management system.
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30 Day Free Trial
Unleash the power of effortless financial advisory and transform your firm's household experience, making it high-touch and stress-free, even at scale.
Get StartedGetting 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.
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.
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.
Community Onboarding
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
Full Service Onboarding
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
Jake Milder
Anita Ritter
David Shotwell CFP®
FAQ
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!
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!
You can seamlessly connect Redtail or Wealthbox CRM with Hubly.
You can learn more about our CRM integrations here.
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.
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.
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.
We'd love to help. You can contact us at hello@myhubly.com or you can schedule a Strategy Call with our team.
We will get back to you during regular business hours.
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