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.
Getting Started with Quivr
Watch this video to learn more about our New User Onboarding Course. Designed to take you from zero knowledge of Salesforce and Quivr to a confident, proficient user in as little as 20 days. This course lays the foundation for mastering Quivr, introducing you to essential tools, integrations, and processes while preparing you for future success with advanced modules and features.
Managing Your Business with Quivr
Quivr’s calendar view automates recurring tasks, ensuring nothing slips through the cracks.—from weekly deposit reports to annual tax return reviews.
Easily schedule processes like backdoor Roth IRAs and archive key compliance activities like drift reporting and ADV mailings. Let Quivr handle the details so you can focus on delivering exceptional client value.
Day-to-Day Task Management
Quivr’s homepage, featuring the Daily Docket, simplifies task and project management by centralizing your tasks, team updates, meeting prep, and firm projects.
Get a clear view of what needs attention, what’s done, and what’s in progress—all in one place. No more chasing updates or juggling tools. Stay organized and focused on what matters most.
Seamless Client Onboarding
Quivr’s onboarding module makes first impressions count with an efficient, accurate, and relationship-focused process. Customize workflows for tasks, agreements, and setups, guided by our masterclass on industry best practices.
Save time, build trust, and ensure every detail is handled seamlessly—letting you focus on delivering excellence from day one.
A Home for Financial Planning Data
Quivr centralizes your financial planning data, bringing scattered information from spreadsheets and PDFs into tailored modules for estate, tax, and insurance planning.
Beyond organization, Quivr empowers action with customizable templates, insightful reports, and automated reminders for key milestones. Streamline processes, boost efficiency, and never miss a critical detail.
Master Your Practice with Quivr
Quivr is more than software—it’s a pathway to operational excellence. Our masterclasses teach you industry best practices and strategies to run your practice efficiently.
From mastering delegation with Archr to optimizing seminars for higher close rates and streamlining onboarding, these sessions help you unlock Quivr’s full potential. Save time, improve accuracy, and elevate your firm’s performance with Quivr’s tools and expertise.
