Run your business at peak efficiency
Built by Financial Planners, for Financial Planners
Advicer’s Choice Award Winner 2024
Quivr was honored to be selected as one of six finalists in the prestigious XYPN LIVE 2024 AdviceTech Competition. After presenting our 7-minute demo, we were awarded the Advicer’s Choice Award—recognition that underscores Quivr's commitment to empowering financial advisors.
Get weeks of your life back with Quivr!
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Quivr transfers all of your data from your current CRM to the Quivr Ecosystem in as little as one week, or you can DIY the migration with step-by-step instructions found in our Community.
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With guidance from the Community and the Quivr team, fully customize your workflows, processes, task templates, deliverables, and operation systems.
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Prepare for meetings in minutes, launch workflows in seconds, automate your business, and get your life back.
Testimonials
Here are some of the things our users say about Quivr.
Steven Schoenberger, CFP, JD
Owner at Open Door Financial in Minneapolis
"Out-of-the-box Quivr is so much more powerful than what we previously used and has led to us providing a better planning experience while creating significant operational efficiencies. And the Community - It's a wealth of knowledge making everyone better and the Quivr team answers questions quickly and make product enhancements that we actually ask for."
Gina Mayclin
Operations Manager at Cipolla Financial Advisors in California
"Our office is super excited about using Quivr because we finally have an infrastructure the supports the way we work. The Meeting and Planning Modules keep all of our data organized so that it's actually useable. It's simple to use and clean looking, while still having cool bells and whistles that other CRMs don't have"
Eric Nelson, CFP, CEPA
Owner at Independence Wealth in New Jersey
"Since adopting Quivr, I've saved myself at least 2-3 hours of administrative work per week, and I now leverage my assistant way more than I previously was. Projects like client deliverables are also taking half as much time."
