Real Users, Real Impact: Quivr in Action
Future Enhancements
“I know that the enhancements are going to continue to come because you're an advisor.”
— Rachel Sloan - Sloan Advisory Group
Personalized Support
“Always very very accessible - you get responses very quickly.”
— Jack O'Connor - O'Connor Financial Group LLC
All-In-One
“Able to eliminate a bunch of systems and go into one place - much higher utilization rate”
— Misha Mezheritskiy - Milestone Asset Management Group
Useful Modules
“The next time I can look back and see exactly what we spoke about, that is HUGE.”
— David Warshaw - The WealthPlan LLC
