Hubly vs SMArtX Advisory
HublyFaculty Management Software
SMArtX AdvisoryFinancial Advisory Practice
CustomPublished price
Hubly Faculty Management Software Unleash the power of effortless financial advisory | SMArtX Advisory Financial Advisory Practice Powering What's Next in Managed Accounts | |
|---|---|---|
| Overview | ||
| Category | Faculty Management Software | Financial Advisory Practice |
| What it is | Workflow automation platform for financial advisors managing client service tasks and repeatable processes. | Managed accounts platform for RIAs. |
| Pricing | ||
| Published price | 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… | Custom SMArtX charges bundled platform, model, and advisor fees typically ranging 0.05%-2.00% per annum on assets (not a flat SaaS price). Its slimmed-down SMArtY platform is offered fre… |
| Pricing model | Per seat | Custom quote |
| Free options | No free plan · Free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2017 | 2014 |
| Team size | 11-50 employees | 51-200 employees |
| Headquarters | Toronto, Canada | Jupiter, FL |