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Hubly vs SMArtX Advisory

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HublyFinancial Workflow Automation

SMArtX AdvisoryFinancial Advisory Practice

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Financial Workflow Automation

Overview

Focus

Financial Workflow Automation

Financial Advisory Practice

Product

Workflow automation platform for financial advisors managing client service tasks and repeatable processes.

Managed accounts platform for RIAs.

Website

Headquarters

Toronto, Canada

Jupiter, Florida

Company size

11-50 employees

51-200 employees

Founded

2017

2014

Pricing details

Free options

Free trial

Source updated

Oct 30, 2026

Oct 29, 2026

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