Run your business at peak efficiency

Built by Financial Planners, for Financial Planners

Quivr High-Level Overview

Award-Winning & Top-Rated CRM for Advisors

Finally a hub to serve clients and run your business.

Our founders have run financial planning firms and served clients. We’ve literally been there. Quivr was built to allow you to efficiently and accurately handle all aspects of your business - both client work and the “on-the-business” items.

Testimonials

See what real Quivr users are saying about our CRM.

What's New in Quivr: Product Updates & More

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