Hubly Just Organizes. Finpace Does It for You.

If you run an advisory firm and you’ve been searching for software to tame the operational chaos, you’ve probably found both Hubly and Finpace. It’s easy to assume they compete. They mostly don’t.

This is an honest comparison — sourced from Hubly’s own site as of this writing (July 2026) — because the useful question isn’t “which one wins.” It’s “which layer of my problem am I actually trying to fix.”

What Hubly is

Hubly describes itself as an “operating system for financial advisory firms” — software for making the client “household experience high-touch and stress-free, even at scale.” In practice, that’s workflow and process management: templated workflows, service teams and service models, conditional (if-this-then-that) processes, reminders, and analytics, all sitting on top of your CRM.

Its pricing is public and its integrations are named. On myhubly.com, Hubly lists native two-way sync with Redtail and Wealthbox, plus Zapier to reach other apps. Pricing runs $89/user/month (Business, annual) to $119/user/month (Scale, annual), with custom Enterprise pricing for firms over $1B AUM, separate onboarding packages ($500 to $3,000+), and a 30-day trial.

To be fair: if your problem is that work falls through the cracks — no consistent process, no clear owner, no visibility into where each client is in onboarding or annual review — that’s exactly what Hubly is built for, and it looks like a capable tool for it.

What Finpace is

Finpace lives one layer down. It doesn’t organize the steps; it does one of them — the one that quietly eats the most hours: the paperwork.

Emma, Finpace’s AI, reads the documents your client already has — a 1040, a brokerage statement, meeting notes — builds one clean record, and fills your custodian packets from it: account applications, transfers, beneficiary forms, any fillable PDF. Because every form fills from the same source record, the mismatched fields that bounce packets as NIGO never get introduced, and firms using Emma submit at under a 5% NIGO rate. It syncs Wealthbox and Redtail, both live today.

Notably, as of this writing, Hubly’s site does not describe document extraction, PDF form filling, or e-signatures. That’s not a knock — it’s simply not what a workflow tool is for. It’s the whole of what Finpace is for.

The distinction that matters: organize vs. do

Here’s the cleanest way to see it.

A workflow tool tells you the new-account application is due on Thursday and that Sarah owns it. That’s real value — Sarah won’t forget, and nothing slips.

But Sarah still has to fill the application. She still opens the client’s 1040 and statement, retypes the name, the address, the account numbers, the beneficiaries, by hand, into a 40-page packet — and if “Shaun” on page 12 doesn’t match “Shawn” on page 1, the custodian bounces the whole thing two weeks later.

Hubly makes sure the task happens. Finpace does the task. If the part of onboarding that actually burns your team’s hours is the data entry and the rework from NIGO, no amount of process orchestration removes it — because the work itself is still manual. That’s the work Finpace removes.

Where they overlap — and where they don’t

They overlap in one place: both sync to Wealthbox and Redtail, so both keep your CRM current. Beyond that they’re complementary. Hubly is the process layer. Finpace is the execution layer for paperwork.

Which is why “Finpace vs. Hubly” is often the wrong framing. A firm can genuinely run both — Hubly to orchestrate the process, Finpace to do the document-to-form step inside it. The real question is which pain is louder right now:

• “Things fall through the cracks; we have no consistent process.” That’s a workflow problem — Hubly’s home turf.
• “We spend hours retyping client data into forms, and packets keep bouncing NIGO.” That’s an execution problem — Finpace’s whole job.

An honest word on cost

Both publish pricing, which we appreciate — it lets you compare real numbers instead of our characterization of theirs.

• Hubly: $89–$119/user/month (annual), plus one-time onboarding ($500–$3,000+), 30-day trial.
• Finpace: free to start with $50 in Emma credits and no card, then $79–$99/user/month, with no separate onboarding fee.

Different tools, different jobs — so this isn’t apples to apples. But if you want to try the paperwork automation before committing a dollar, you can upload a document and watch Emma fill a form in about two minutes.

Try the one that does the paperwork

Want the quick, checkable version? See the Hubly alternative page.

Common questions

Is Finpace an alternative to Hubly? They solve different problems. Hubly is workflow and process management; Finpace does one of those steps — the paperwork. If your bottleneck is data entry and NIGO rejections, Finpace is the tool, and it’s live today.

Can I run Finpace and Hubly together? Yes. They operate at different layers and both sync Wealthbox and Redtail. Use Hubly to orchestrate your processes and Finpace to do the document-to-form data entry within them.

Does Hubly fill custodian forms or read documents? As of this writing, Hubly’s site describes workflow/process management, native Wealthbox and Redtail sync, and Zapier — not document extraction, form filling, or e-signatures. That specific job is what Finpace is built to do.