How often are reminders sent?

Knudge has an advanced reminder algorithm that determines the optimal time to send reminders to clients. Advisors don't need to worry about scheduling the reminders when they create action items for their clients, but it's good to know how it all works. If time allows, Knudge sends three reminders leading up to the due date. [...]

By |2021-09-20T15:31:41+00:00September 10th, 2021|Accountability Partner, Client Relationship Management, Product Update|

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 [...]

By |2021-06-10T15:36:41+00:00February 5th, 2021|Client Relationship Management, Product Update|

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 [...]

By |2021-04-14T03:13:57+00:00October 20th, 2020|Client Relationship Management, Product Update|

The Tipping Point: Will the coming wave of wealth value advice?

Excerpt from Fidelity Investment's report on the coming wave of wealth value advice. Many investors today are seeking different types of relationships with their financial advisors. No group epitomizes this more than Generations X and Y, the “coming wave of wealth,” who generally seek advice relationships that go beyond investment management. They seek relationships that [...]

The Millennial Investor Becomes a Force

Excerpt from "Millennials & Money" part of Accenture's New Face of Wealth Management Series Wealth managers are next up to feel the Millennial headwind. Born 1982 through 1995, this group is entering the investment scene in earnest. The good news is: This scenario brings opportunity for investment firms who can master the hybrid advice mix. [...]

Finding the right nudge for your clients

Advisers are using insights from behavioral economics and social psychology to steer people's decisions in a direction that should benefit them Excerpt from article by Alain Samson and Prasad Ramani originally published in Investment News Client perceptions of a financial adviser's service are ultimately determined by how effectively it delivers to their personal financial objectives or [...]

Go to Top