Pricing that fits your firm's needs

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

$79 /month, per user
Paid annually

$99/month, per user, paid monthly

  • Unlimited contacts
  • Unlimited workflows
  • Dynamic workflow dashboards
  • Automated workflow triggers
  • Fully customizable tasks
  • Task and workflow delegation
  • Dynamic filters for prioritization
  • Smart reminders
  • Client document upload portal
  • Email notifications
  • Auditable client service record
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Other Perks You Get

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

Never re-key data again with our CRM integration and synchronize your completed workflows to your CRM for compliance purposes.

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 trying to build workflows from scratch and get up and running quickly with over 60+ Hubly's best practice workflow templates.


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

Community Onboarding

- Teams up to 3 users - 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)

Full-Service Onboarding

- Teams of 4 or more users - The larger your firm, the more complicated your service offering. Our full-service 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.

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What Advisors Say