Trust
Security & compliance
HIPAAPCI DSSISO 27001
SLA uptime target: Not specified
Security review turnaround: Not specified
DPA available: Not specified
Workflow automation platform for financial advisors managing client service tasks and repeatable processes.
Pricing
Paid
Founded
2017
Team size
11-50 employees
Headquarters
Toronto, Canada
At a glance
Best for
Financial Advisors
Pricing model
Per seat
Try before you buy
Integrates with
Redtail CRMWealthbox CRMZapier (2000+ applications)CalendlyGmail+1
Security
HIPAAPCI DSSISO 27001
About Hubly
Hubly is represented conservatively in Cubbie's catalog. 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; contact the vendor for a quote. Pricing and availability can change by edition, usage, region, contract term, implementation scope, or support requirements; buyers should confirm current terms directly with the vendor or successor brand.
Buyer Fit & Positioning
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Per seat
Free trial: Yes
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
Buy through Cubbie
Hubly
Hubly doesn’t have a live offer on Cubbie yet, but you can still buy it through us. Request it and Cubbie’s procurement team will source pricing, negotiate terms, and set up the purchase for you.
Want a negotiated price? Request a quote for Hubly and Cubbie routes it to the vendor and our procurement team.
