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, text 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, real time 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
Schedule a Demo
Schedule a demo today and see how Knudge can help you stay organized and help your clients take action.
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.
How to Take the Dread Out of Your To-Do List
As a financial planner, we know that there are a lot of potential barriers to our clients taking the steps required to get (and keep) their financial lives in order
In this guest post, Emily Shull, a Certified Money Coach from Me, Myself and Money addresses some of the emotional barriers we all struggle with in making […]
Knudge integration with Redtail
We’re excited to announce a new partnership with Redtail. If you’re not already familiar, Redtail is a cost-effective, feature-rich, customizable, and highly automated CRM.
With this integration Redtail advisors can easily import their contacts into Knudge to avoid duplicate data entry. Contacts will stay linked and Knudge will push back notes to contact records when new nudges are […]
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 […]
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.