Starting at
Subscription fee per user
Support fee
CRM integration (Wealthbox and Redtail)
60+ workflow templates
Email and human in-app chat support
Zapier integration
Secure client document upload portal
Starting at
Subscription fee per user
Support fee
CRM integration (Wealthbox and Redtail)
60+ workflow templates
Email and human in-app chat support
Zapier integration
Secure client document upload portal

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
"Helping our business go to the next level for service and office harmony!"
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"Best tool in our tech stack"
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Customer support from humans who care

We know it's rare these days to meet the humans behind the technology. With Hubly, we make sure our human customer support is easily accessible through our in-app chat. In fact, you'll hear back from a Hubly expert within 5 minutes during business hours.

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Integrate with your favourite platforms

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

View all integrations
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Best-practice workflow templates

Starting over from scratch is daunting. At Hubly we make it easy to get up and running from the start with over 60 best-practice workflow templates purpose-built for financial advisory firms.

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"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."
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David Shotwell
Shotwell Rutter Baer
"Hubly is a great software backed by an amazing team. It makes juggling the 1000's of daily tasks an advisor has easy."
Using Hubly will allow me to service at least 20% more households than I could otherwise support. The time required to get things setup and running smoothly was likely paid off with improved efficiency within weeks.

Want to get started?

Schedule a call for a personal demo.
Book a Call
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Got questions?

We are here to help. We've got answers to all of your questions about Hubly's easy-to-use practice management software.
Are you a CRM?
Hubly is not a CRM. Instead, we activate your client data from your CRM and turn it into opportunities to provide more proactive and customizable services.  Hubly lets you update and manage workflows faster and more intuitively than your CRM, saving our users hours of administrative work each week.
Do I have to create  workflows from scratch in Hubly?
Definitely not! We provide you with over 60 workflow templates. During your hands-on onboarding, our Workflow Experts  will 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.
How do I learn how to use Hubly?
At Hubly, we do the heavy lifting. We don't believe in being just another software product in a large technology stack. That's why our hands-on onboarding process is designed with a  customer focused approach. We teach you how to use Hubly to ensure a smooth transition that aligns with you and your team's needs.
What CRMs do you integration with?
We integrate with two of the financial service industries leading CRMs, Redtail and Wealthbox. We currently do not integrate with any other CRMs. You can learn more about our CRM integrations here.
Do I need to us one of the CRMs you integrate with in order to use Hubly? 
Hubly is used in conjunction with either Redtail or Wealthbox. Client data from these CRMs are turned into actionable opportunities in Hubly so that you can provide a consistent client service.
I have more questions. Where can I find answers?
We'd love to help! You can contact us via email at or schedule call with our sales team with this link. We will get back to you during regular business hours.