Audience

Financial advisory firms seeking a solution that integrates with their CRM and tools to standardize client processes, boost team accountability, and scale client service smoothly

About Hubly

Hubly allows you to unleash the power of effortless financial advisory, transforming your firm’s household experience into a high‑touch, stress‑free system that scales efficiently. Its cloud-native practice management operating system combines CRM integration, dynamic workflow automation, role-based task routing, conditional logic, and built-in reminders to ensure consistency and eliminate administrative errors. With more than 100+ plug‑and‑play workflow templates, from client onboarding and money movement to client reviews, meeting prep, and employee onboarding, Hubly delivers a repeatable client experience at scale. It provides a centralized hub feed and client cards displaying progress, upcoming tasks, past interactions, and assigned responsibilities, giving users full visibility and team accountability. Hubly’s no-code, intuitive design makes building, customizing, and sharing workflows simple.

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Pricing

Starting Price:
$75 per month
Free Trial:
Free Trial available.

Integrations

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Ratings/Reviews

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Company Information

Hubly
Founded: 2019
Canada
www.myhubly.com

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
24/7 Live Support
Online

Hubly Frequently Asked Questions

Q: What kinds of users and organization types does Hubly work with?
Q: What languages does Hubly support in their product?
Q: What kind of support options does Hubly offer?
Q: What other applications or services does Hubly integrate with?
Q: What type of training does Hubly provide?
Q: Does Hubly offer a free trial?
Q: How much does Hubly cost?

Hubly Product Features