Go beyond the planning and make sure all the doing gets done.
Better communication means a better experience and better outcomes for you and your clients.
Real-time insight into the status of client action items with a shared to-list.
Save time with automated reminders via email and push notifications.
Prioritize your day with an advisor dashboard that aggregates action items across your client-base and highlights clients’ items that require attention.
Accelerate action by deploying smart nudge templates and benefit from Knudge’s behavioral insights
Support compliance and reinforce the value you deliver by generating a comprehensive activity record
Attract new clients with cutting edge technology Sixty-three percent of millennials expect to be able to engage with their advisors via mobile apps.* In-app-messaging opens up SEC compliant text messaging without having to add a separate phone number or other cumbersome solutions.
Increase client retention Be your client’s catalyst for action on all the things they should be dealing with throughout the year

How it Works
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Help your clients follow through on their tasks to reach their financial goals.
How often do you find yourself sending multiple follow up emails about a specific task?
How often are you unsure if your client has completed a task?
How often does a client meeting start with something along the lines of “were you able to complete X,Y & Z from the last meeting?” only to hear that they forgot or just didn’t get around to it?
Knudge is built for financial planners by financial planners. We looked for a solution that met our needs and when there were no options available, we decided to partner with a team of seasoned product designers and engineers and build the solution ourselves.

Why Now?
As the landscape for financial advice gets more competitive, clients are demanding deeper services from their planners. By automating your follow up process it opens up your bandwidth to touch on more areas of your clients’ lives and build deeper relationships.
We believe a simple technology solution will empower firms to communicate in the modern era and become true accountability partners for their clients.
Below is some of the latest research on the subject. Please reach out and drop us a note if you’re interested in learning more. We love talking about this stuff.
Knudge partners with Wealthbox to help advisors manage their clients’ action items
Go beyond the planning and make sure all the doing gets done
We’re excited to announce a new partnership with Wealthbox. If you’re not already familiar, Wealthbox is a modern CRM for financial advisors known for its powerful yet simple user-experience for independent advisory firms of all sizes.
With this integration Wealthbox advisors can easily import their contacts into Knudge […]
Introducing See Lee
As we continue to work to get Knudge to market, we’re also working to ensure we deliver best in class customer support. I wanted to take a minute to introduce you to one of our newest team members, See Lee who will be leading our customer success efforts.
See is an accomplished Product Leader with experience at TripAdvisor […]
Product Update January 2020
We’re making great progress on the product and on building out our team. Our plan is for a public release this spring.
What’s new with product development? The short answer is, a lot. Three specific milestones that we’re excited about:
- You are now able to create and send recurring nudges. Nudges can be scheduled to automatically recur weekly, monthly, quarterly or […]
Frequently Asked Questions
General Questions
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Learn more about how Knudge can help you meet the changing needs of the next generation of wealth.
We can do the best financial planning in the world, but if we can’t get our clients to take action on that planning, then what’s it all worth? The best thing we can do for our clients is empower them to do more for themselves.