High touch service at scale

We’re excited to offer Knudge for free, indefinitely, for up to 13 contacts (no credit card required).

The idea for Knudge was born out of a pressing need at our co-founder Shaun’s firm to find a repeatable way to manage their client’s action items. 

We know firsthand, that starting a new firm is not easy work, and running an existing business brings unique challenges:

• New firms: When you first start a firm, every expense counts when revenue is not yet in the door. Embed Knudge in your process from day one and don’t worry about having to sign up for a paid subscription until you get your feet under you.
• Established firms: There is never a perfect time to start a time boxed free trial and however long that free trial is, it’s usually not long enough. This new model allows you to sign up when you’re thinking of it and get around to using Knudge when you have the time. Invite as many colleagues as you want and test it out with a dozen clients or a handful of households at your leisure.

If you are interested in hearing more about why we created a free tier, listen to Shaun share some of his experience onboarding technology here.

There are two billing plans – Monthly or Yearly. You can start with the monthly plan and switch to the yearly option at any time for ~%20 discount as compared to the price when billed monthly.

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? 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.

Not only is it available, but it’s free.

Organizations focused on financial literacy, pro-bono financial consulting and financial coaching are eligible to use Knudge free of charge.

Please contact us at info@knudge.com to see if Knudge could be a good fit for your organization.

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

We also realized that Knudge could be useful in other industries as well.  We have accountants, estate planning attorneys, insurance professionals, and many others using Knudge. Please contact us at info@knudge.com to learn more about how Knudge can be used in your industry.