Holistiplan vs Hubly
HolistiplanFinancial Advisory Practice
From $1,599 / yrPublished price
HublyFaculty Management Software
Holistiplan Financial Advisory Practice Tax planning software for financial advisors automating tax return analysis and client-ready reports. | Hubly Faculty Management Software Unleash the power of effortless financial advisory | |
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| Overview | ||
| Category | Financial Advisory Practice | Faculty Management Software |
| What it is | Tax planning software for financial advisors automating tax return analysis and client-ready reports. | Workflow automation platform for financial advisors managing client service tasks and repeatable processes. |
| Pricing | ||
| Published price | From $1,599 / yr Holistiplan lists Basic Tax at $1,599 annually and Premium Tax at $1,999 annually. Plans include a 7-day trial and scale by household count. | Hubly does not publish a current numeric starting price on its public product site. Pricing is tailored by deployment, usage, modules, organization size, or contract scope; contac… |
| Pricing model | Tiered plans | Per seat |
| Free options | No free plan · Free trial | No free plan · Free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2019 | 2017 |
| Team size | 11-50 employees | 11-50 employees |
| Headquarters | St. Cloud, MN | Toronto, Canada |