The price is $99 per user per month.  A user is any member of your firm that uses Knudge. The Knudge app is free for your contacts/clients.

At the request of our users we’re now offering Knudge at a reduced cost for a 12 month subscription. $79 per user, per month when billed annually. You can select this pricing plan when signing up or switch to this option on your Billing settings page at any point after signing up.

Over time, depending on how the app is being used by our customers, we may decide to offer alternative pricing options. For now, our goal is to make pricing straightforward.

Sign up for Knudge now and receive a 30 day free trial to start your subscription.

We’re currently offering a 30 day trial period. The trial period starts from the day any member of your firm creates a Knudge account.  The firm can cancel at any point during the first 30 days, free of charge. We will remind you before the trial period ends.  

We encourage you to invite your colleagues as soon as your firm initiates the trial so that the firm can learn as much as possible during the first 30 days.

There are two billing plans – Monthly or Yearly. For either plan, Knudge is currently offering a 30 day free trial.  At the end of the free trial you are billed for the number of users in your organization for either the next month or year depending on which plan you’ve chosen.  You can start with the monthly plan and switch to the yearly option at any time.

Your subscription is billed at the beginning of each period. If you cancel in the middle of a billing period, your subscription and access to Knudge remains active until the end of the current period.

• What happens if we add a team member after the free trial? When members are added, you are billed immediately for the prorated cost of the seat for the remainder of the subscription period (1 month or 1 year, depending on your plan).
• What happens if we remove a team member after the free trial? Member seats are paid up-front for each billing period, and the remaining time is not refunded if they are removed mid-cycle. However, if you currently have 3 team members, and within a billing cycle you remove a team member (now have 2) and then add a different person at your firm (back to 3), your bill is the same as if you had kept 3 members the entire time.
• What happens if we start with a monthly plan and switch to the annual plan? The current month-long billing period continues as normal, and at the end of the billing period, you are charged for 1 year at your current seat count.
• What happens if we are on the annual plan and switch to the monthly plan? The current year-long billing period continues as normal, and at the end of the billing period, you are charged for 1 month at your current seat count.
• How can I cancel my subscription? We’ll be disappointed to see you go, so please send us a note to tell us why and how we can make Knudge better for you. 
  • To cancel all subscriptions for your organization, click on your company name, then select Billing, and click on Cancel Subscription. If you cancel in the middle of a billing period, your subscription and access to Knudge remains active until the end of the current period.
  • To remove members from your organization, click on your company name, select Billing, and click on Add or Remove members. You will get a refund for the remainder of the period billed for each member removed.

Knudge is co-founded by a financial advisor, so we understand the need to protect client confidentiality.  Knudge follows best practices of application development. 

We use modern technologies and consistently update our application framework for newly discovered security vulnerabilities. Our development process includes continuous vulnerability scanning to ensure our firm is maintaining this high level of security in our codebase.

Knudge’s physical infrastructure is hosted and managed within Google’s secure data centers and utilize the Google Cloud Platform (GCP) technology. Google continually manages risk and undergoes recurring assessments to ensure compliance with industry standards.

For more detail see:

Knudge Privacy Policy

Knudge Security Assessments & Compliance

We are working on getting approved by many broker-dealers.  Email us at info@knudge.com, and we’ll let you know if yours is one of them.  If not, we are happy to connect with the appropriate person.

Knudge was founded by financial advisors for financial advisors.  We are developing Knudge because we had an acute need for a better way to keep our clients on track and learned that many others in our industry have the same need.  

That being said, we’re designing and building Knudge to be adaptable to other industries as well.  We’ve heard from Accountants, Estate Planning Attorneys, Realtors, and many others who have expressed interest. Please contact us at info@knudge.com to learn more about how Knudge could be used in your industry.

This is one of our most frequent questions and we understand the importance of Knudge being able to fit in with your other technologies.

We’re excited to announce that our Wealthbox and Redtail integrations are now available to all firms.

We’re currently working on an integration with Salesforce and expect to roll that out soon. If you have any thoughts on other integrations, we’d love to hear from you.  We’ll be listening to our users to help us prioritize which integrations to focus on next and what level of integration would be most helpful.