The rubica platform
Your firm, running on rubica from day one.
Built on Salesforce and Workato, and set up by us around how your firm works. No year-long build, and every firm runs the same core, so an improvement made for one reaches all of them.
Modules
Everything your business runs on, in one place.
Pick a module to see it working. Every demo uses invented clients.
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Getting started
From your current systems to rubica in 3–5 weeks, or on your timeline.
- Week 1Data audit and migration prepWe review your client records, documents and history and map exactly what moves, so problems aren't carried into the new system.
- Week 2Platform build and configurationrubica is set up around how your firm works: your workflows, naming and service structure.
- Week 3Training and customisationYour team knows how to use it before go-live, not after.
- Weeks 4–5Go-live, parallel run and sign-offA parallel run catches issues early, then you sign off and we keep shipping improvements to every firm.
Common questions
Do we need our own Salesforce team?
No. rubica supports the platform. Your ops team uses the builder for day-to-day changes.
We already have Salesforce. Can we move onto rubica?
Yes. Several firms have moved from their own Salesforce build onto rubica, bringing their clients, history and open work with them.
Does it work for a single-discipline firm?
Yes. rubica runs dedicated advice firms and dedicated accounting firms as well as multi‑discipline groups.
How is pricing worked out?
The platform is $430 per user per month + GST, with every feature included. Agents are $2,200 per agent per month + GST, with unlimited use. Each agent’s first month is free while we test and refine it with you, and agents are month to month, so you can cancel at any time. Salesforce and Workato licensing is managed by rubica under one agreement, and onboarding is a one-off fee scoped to your firm.
Do we need to be on Salesforce already?
No. rubica is built on Salesforce Financial Services Cloud, but you don't need to be a Salesforce customer first. We migrate you from wherever your data lives today.
See it with one of your own processes.
A 45-minute walkthrough with someone who’s worked at the coalface of a business.