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. [...]
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 [...]
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.
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 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 [...]
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 [...]
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 [...]
The price is $99 per user per month and then $49/month for each additional user at your firm. A user is any member of your firm that uses Knudge. The Knudge app is free for your contacts/clients. Knudge is offered at a reduced cost for a 12 month subscription. $79 for the first user, per [...]