Pricing that fits every stage of your growth

Monthly pricing is determined by the number of financial advisors in your firm.

Yearly

Monthly

(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

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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

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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

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Personalized onboarding

Our team is here to support you, every step of the way. When you sign-up with Hubly, we’ll work together to build a customized onboarding plan that’s designed to help you reach your most important goals, faster. We charge a one-time, upfront implementation fee based on the complexity and size of your team. We stand by our commitment to your success and offer a full, no-questions-asked, 60-day, money-back guarantee if you are not completely satisfied with our product.

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What advisors have to say

"Hubly's hands-on onboarding process helped my firm clearly articulate and build workflows specific to our business. Hubly's support is instrumental in the firms growth."

Levi Sanchez CFP®, BFA™

Founder, Financial Planner at Millennial Wealth

"It was important that we hit the ground running when we started our new firm and Hubly's implementation process let us do just that. The team helped us plan and launch our processes and workflows while we got up to speed. Excellent experience."

Gordon Stockman

Founder, Efficient Wealth Management Inc.

"My partner and I searched far and wide for a solution that could keep us on task for managing both our clients and our business. After a pleasant and productive onboarding experience, Hubly has quickly become the single most valuable tool in our firm’s tech stack."

Dennis McNamara, CFP, AIF, CSLP

Co-Founder, wHealth Advisors

"The onboarding assistance offered was very well thought-out and the hands-on customized help allowed me to swiftly get up and running with Hubly in a way that is a perfect fit for my particular solo practice"

Simon Brady

Founder, Anglia Advisors