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  • Master Your Practice with Quivr

    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.

  • A Home for Financial Planning Data: Modules Overview

    A Home for Financial Planning Data: Modules Overview

    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.

  • Seamless Client Onboarding

    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.

  • Day to Day Task Management

    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.

  • Managing Your Business with Quivr

    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.

  • Welcome to Quivr CRM Onboarding Course

    Welcome to Quivr CRM Onboarding Course

    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.

  • What about Trusts?
    • 3/28/25

    What about Trusts?

    In this episode of Office Hours, Steve Drost and Will Kaplan dive into how Quivr users can customize their CRM to manage complex trusts. Follow along as they walk through a real case from David, a Quivr user, who needed to handle an irrevocable trust involving multiple generations.

    Learn how to:

    ✅ Structure trusts correctly within Quivr

    ✅ Assign accounts to the right household

    ✅ Automate key workflows for trust management

    ✅ Use tags and reporting for trust-specific insights

    If you're a financial advisor looking to streamline trust management in your CRM, this session is a must-watch!

  • Complex Estate Planning Needs | Customizing Quivr
    • 3/24/25

    Complex Estate Planning Needs | Customizing Quivr

    In this episode of Office Hours, Steve Drost and Will Kaplan dive into how Quivr users can customize the CRM to match their unique practice needs. Join Steve as he walks through a recent case with Zach, a Quivr user who specializes in estate planning, and shows how easy it is to tailor the platform to track complex workflows and fields like guardianships and other estate-specific tasks. If you're a financial advisor looking to streamline your processes and make your CRM work for you, this episode is a must-watch!

  • Useful Modules
    • 3/19/25

    Useful Modules

    The Financial Planning Modules in Quivr help you stay organized by capturing key client information and notes all in one place. From tracking goals and values to summarizing meetings and easily accessing past conversations, Quivr ensures you never miss an important detail. Watch to see how this feature transforms your client interactions and improves your workflow!

  • All In One
    • 3/19/25

    All In One

    Scaling your firm means creating processes that everyone can follow—without the complexity of multiple systems. Quivr brings everything into one place, making it easier for teams to adopt and actually use. From automation to task management, revenue tracking to reminders, see how advisors are streamlining their workflows and eliminating unnecessary tools with Quivr. Watch to learn how!

  • Personalized Support
    • 3/19/25

    Personalized Support

    Getting support shouldn’t be a hassle. With Quivr, you have direct access to real people who respond quickly—often within hours, not days. Whether through email, live office hours, or step-by-step videos, help is always within reach. Watch to hear how users benefit from hands-on support, quick responses, and easy-to-follow tutorials that make learning the system a breeze!

  • Future Enhancements
    • 3/19/25

    Future Enhancements

    Quivr is constantly evolving to meet the needs of financial advisors. With frequent updates and new enhancements, the system is always improving. Designed by advisors, for advisors, Quivr ensures you're equipped with the best tools to streamline your workflows. Watch to hear how users are leveraging both new and existing features to optimize their practice. Stay tuned for more innovations!

  • Quivr Product Update: Introducing the Income Planning Module
    • 3/19/25

    Quivr Product Update: Introducing the Income Planning Module

    Quivr just launched the Income Planning Module—built based on user feedback! Now, you can track household income, specify sources, and run automations—all in one structured place. No more scattered notes!

    ✅ Organize income by type & source

    ✅ Keep Social Security & pension details in one spot

    ✅ Automate workflows based on income data

  • Pre-Fill Scheduling Links | Quivr Advanced Scheduling Features
  • Show Me My Data! | Quivr Reporting Features

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