What CRM and other software integrations are available?

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. [...]

By |2021-02-23T18:23:11+00:00December 6th, 2019||

Is Knudge available for use in other industries?

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 [...]

By |2021-08-11T20:27:43+00:00December 6th, 2019|, |

Is Knudge available for nonprofits?

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.

By |2021-08-10T21:16:12+00:00December 6th, 2019|, |

How does Knudge ensure that customer data/privacy is protected?

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 [...]

By |2021-02-25T03:18:45+00:00December 6th, 2019||

How does billing work?

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 [...]

By |2021-08-10T17:40:20+00:00December 6th, 2019|, |

How does the Baker’s Dozen free tier work?

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 [...]

By |2021-08-10T17:48:49+00:00December 6th, 2019|, |
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