Unleash your firm's full potential

Grow without growing pains and continue to provide an exceptional client experience at scale with Hubly's revolutionary practice management system.

Pricing Plans

Business

  • Starting at $89 per user/month
    Great for process implementation in your business

Features

  • Workflow Templates Library (100+)
  • Unlimited Custom Workflows
  • Basic CRM Integration
  • Conditional Task Logic & Forms
  • Role Assignment & Task Routing
  • Synced CRM Meeting Dates
  • Two Service Teams
  • Reporting for Insights
  • 5 Conditional Next Workflows
  • Zapier Integration
  • Workflow and Process Sharing
  • 1:1 Onboarding Consultation
  • 1:1 Ad Hoc Workflow Operations Consulting
  • Support Via Chat and Email

Scale (Most Popular)

  • Starting at $119 per user/month
    Ideal for supercharging your firm’s capacity and efficiency

Features

  • Business Features, plus:
  • Robust Data Analytics & Reporting for Insights
  • Synced CRM Roles
  • Unlimited Service Teams For Multi-Office Management
  • Unlimited Conditional Next Workflows
  • Team Collaboration Training

Enterprise

  • Starting at Call Us
    Ideal for firms >$1 billion in AUM serving large client bases.

Features

  • Scale Features, plus:
  • Custom Integrations
  • Firm Wide Reporting
  • API Access

30 Day Free Trial

Getting started with Hubly

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.

Hubly Onboarding to Meet your Firm's Needs

Community Onboarding

  • Teams of 4 or less
    Starting at $500 per firm
    Transition seamlessly into Hubly with our interactive virtual training.

Full Service Onboarding

  • Teams of 5 or more
    Starting at $3,000 per firm
    Hubly's Full Service Onboarding includes tailored workflow build-out and personalized training designed for your firm's needs.

Customer Testimonials

  • Jake Milder
    "Without Hubly we would be stepping on each other's toes. Hubly makes it easy to clearly determine who was responsible for what."

  • Anita Ritter
    "Using Hubly will allow me to service at least 20% more households than I could otherwise support."

  • David Shotwell CFP®
    "Right off the bat, our team found that our meeting prep work and follow-up work became more consistent. Hubly’s adaptability allows us to create a system that provides that consistency while still being flexible enough to accommodate each client’s unique needs."

  • James Phillips
    "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."

FAQ

What is Hubly?

At Hubly, we do the heavy lifting. We don't believe in being just another software product in a large technology stack. Our onboarding is designed to get you up and running quickly.

Is Hubly a CRM?

Hubly is not a CRM - it's a workflow management tool that activates your client data from your CRM and turns it into an organized information stream.

What CRMs do you integrate with?

You can seamlessly connect Redtail or Wealthbox CRM with Hubly.

What makes Hubly workflows smart?

Hubly’s workflows delegate tasks based on the roles within your firm and different team members' workloads. They also provide the context needed to complete a task, eliminating back and forth communication.

Do I have to create all of my workflows from scratch?

No! Hubly provides you with over 100 plug and play workflow templates for your financial advisory firm's growing needs. Automations can start workflows for specific clients, trigger reminders and ensure nothing slips through the cracks.

Is my data secure in Hubly?

We take data security seriously and have dedicated FAQs for security and compliance questions.