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
Request A Strategy Call
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
Request A Strategy Call
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 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.

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What advisors have to say

Interested in learning more?

Schedule a free 30-minute strategy call with our team to determine if Hubly is the right fit for you.