Starting at
Subscription fee per user
One-time onboarding fee starting at $500 per firm
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
One-time onboarding fee starting at $500 per firm
CRM integration (Wealthbox and Redtail)
60+ workflow templates
Email and human in-app chat support
Zapier integration
Secure client document upload portal

Hubly Onboarding Programs

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

Live online training to transition seamlessly to Hubly. You will participate in our live online training 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. Full Service Onboarding includes tailored workflow build-out and personalized training specific to your firm's needs. Our experts get you and your team up and running quickly.

Learn more

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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"Hubly makes it much easier for us to consistently serve our clients. Things automatically pop in to our queue for review and that way we get to focus more on client work than on internal processes."
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Galen Herbst de Cortina
Buff Your Finances
“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.”
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.

We are here to help!

Ask us anything or schedule a call for a personal demo
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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.