Sign-up For Hubly

Sign up for Hubly trial and receive 30% discount* with code XYPNHUB and unleash the power of effortless financial advisory

Get Started
Essentials
Starting at
$59
per user/month
Perfect for new advisors getting off the ground
Schedule a call
Workflow Templates Library (100+)
Unlimited Custom Workflows
Unlimited Visibility
Data Forms
Support Via Chat and Email
Automations for Client Service
MOST POPULAR
Business
Starting at
$89
per user/month
Great for process implementation in your business
Get Started
Essentials Features, plus:
CRM integration
Role Assignment & Task Routing
Reporting for Insights
Conditional Logic
1:1 Consulting with Hubly Ops Gurus (4 sessions annually)
Annual Business Review Meeting
Scale
Starting at
$119
per user/month
Ideal for supercharging your firm’s capacity and efficiency
Schedule a call
Business Features, plus:
Robust Data Analytics & Reporting for Insights
Service Team and Multi-Office Management
Additional 1:1 Consulting with Hubly Ops Gurus (6 sessions annually)
Additional Business Review Meeting (semi-annual)
Team Collaboration Training
Essentials
Starting at
$75
$52
per user/month
Perfect for new advisors getting off the ground
Workflow Templates Library (100+)
Unlimited Custom Workflows
Unlimited Visibility
Data Forms
Support Via Chat and Email
Automations for Client Service
MOST POPULAR
Business
Starting at
$110
$79
per user/month
Great for process implementation in your business
Essentials Features, plus:
CRM integration
Role Assignment & Task Routing
Reporting for Insights
Conditional Logic
1:1 Consulting with Hubly Ops Gurus (4 sessions annually)
Annual Business Review Meeting
Scale
Starting at
$150
$105
per user/month
Ideal for supercharging your firm’s capacity and efficiency
Business Features, plus:
Robust Data Analytics & Reporting for Insights
Service Team and Multi-Office Management
Additional 1:1 Consulting with Hubly Ops Gurus (6 sessions annually)
Additional Business Review Meeting (semi-annual)
Team Collaboration Training

XYPN / HUBLY
Partnership Overview

The partnership between Hubly and XYPN will help XYPN advisors streamline systems and processes and optimize their operations, providing them a solution to overcome the operational challenges that so often constrain and limit firm growth

How do I get started with Hubly?

1. Click the "Get Started" button located above.
2. Register to begin your 30-day free Business Tier trial.
3. When prompted for a credit card, enter the coupon code "XYPN".
4. If you wish to downgrade to Essential or Upgrade to Scale contact support@myhubly.com after you signed up for Business Tier Trial.
5. Enjoy exploring all that Hubly has to offer!

I am an existing Hubly customer how do I get discount?

If you're already enjoying Hubly, simply click on the "Insights" button in your Hub. Then click "Explore Plans", select the appropriate plan (the majority of XYPN customers utilize the "Business Tier". Click next and then enter your Coupon Code [XYPNHUB] and click "Change Plan".

Once you’ve completed these steps, the system will process your plan change and apply the discount.

How much is the discount?

Enjoy a 30% discount on our monthly plans with the XYPN partnership. Here’s how it breaks down:

‍Essentials Plan: Was $75 per user/month, now $52.50.
‍Business Plan: Was $110 per user/month, now $77
‍Scale Plan: Was $150 per user/month, now $105.

I am an existing Hubly customers and want to join XYPN, do I get discount?

Absolutely! Existing Hubly customers who join XYPN during their subscription term will receive a pro-rated credit for the remainder of their subscription. This ensures you benefit from our partnership with XYPN at any subscription stage.

*Terms and Condition apply. The 30% discount is only applicable monthly subscription plans.