Pricing that fits your firm's needs

We believe in keeping things simple - whether you're just getting started or a growing firm. See below for onboarding pricing *All prices in USD

$79 /month, per user
Paid annually

$99/month, per user paid monthly

  • Dynamic workflow manager
  • Flexible and customizable workflows
  • Detailed client service record
  • Client activities and meetings tracker
  • Notifications of client life milestones
  • Client document upload portal
  • Smart reminders
  • Descriptive task details
  • Seamless task delegation
  • View your work in one place
  • Visually prioritize work
  • Improve team collaboration
  • Streamline staff onboarding
Get Started

Additional Perks

It doesn't stop there, we are also excited to offer the following benefits to all of our users.

Support from Workflow Experts

We are real people, not robots! Our workflow experts will provide ongoing support for you and your team to help your business grow.

CRM Integration With Redtail & Wealthbox

Hubly activates your CRM data to make it work for you. Hubly also synchs completed workflows back to your CRM for compliance.

Zapier Automations That Work For Your Business

Use Zapier to integrate with your favorite products such as scheduling software, email, and financial planning tools.

Templated Workflows With Best Practices

Stop wasting time building workflows from scratch. Get up and running quickly with Hubly's 60+ workflow templates.

Onboarding

When you transition to Hubly, we are right there with you every step of the way. You will onboarded by our dedicated and knowledgable team with a focused approach based on the specific needs of your advisory firm.

Community Onboarding

- 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 (coming soon)

Personalized Onboarding

- Starting at $3,000 per firm- The larger your firm, the more complicated your service offering. Our Personalized Onboarding includes tailored workflow build-out and personalized training specific to your firm's needs. Our experts will ensure that you and your team up and running quickly.

Learn More

What Advisors Say