Help center2024-01-08T02:03:10+00:00

Welcome to the Knudge Help Center

Still have questions?  Email us at or schedule some time so we can answer your questions and share some tips to help you get the most out of Knudge.

Don’t Choose Between “Better” or “Faster”

How Knudge is Upending the “Better” or “Faster” Trade-off

Ben Henry-Moreland wrote an interesting post, Advisors are Becoming Better (Not “Faster”) with Advances in #AdvisorTech, about the recent history of AdvisorTech for the Kitces blog.  In it, Ben examines the shift over the last 5 years from tools that primarily made advisors “faster” (e.g. CRMs, Workflow Support) towards those that make advisors “better” (e.g. Advice Engagement, Specialized Financial Planning).  Ben points out that tools which make advisors “better” typically require advisors spend more servicing clients rather than less.  This necessarily limits the number of “better” tools advisors can deploy.  There are 3 costs that advisors must consider:

  1. The financial cost of the tool
  2. The cost of the time needed for the advisor to become proficient in the tool
  3. The cost of the additional time advisors must spend with clients […]

Updating a client email address for registered users

Advisors can update a client’s email address if the client has not registered their Knudge account.  Clients that have registered their Knudge accounts must update their email addresses themselves.  It is very easy process, and this demo will show you how.

Integrate Knudge with your CRM

In this tour we’ll show you how to integrate Knuge with your CRM

We’ll cover:

  • Integrating Knudge with Redtail
  • Integrating Knudge with Wealthbox
  • Exporting contacts from other CRMs into Knudge

Selecting a Post Date

This demo will show how the Post Date works and when you might want to choose a date other than the default.

  • When the default Post Date is recommended
  • When a custom Post Date may be preferred
  • How the Post Date impacts reminders
  • How tasks with Post Dates in the future appear to advisors vs. clients

Working with multiple contacts at once

This demo will show how to work with multiple contacts at once.   We’ll cover:

  • Sending a nudge to multiple clients at once by selecting clients individually, all at once, or using a tag
  • Adding or removing a lead advisor to/from multiple contacts
  • Adding contacts to a group using tags

Getting Started with Knudge

In this tour we’ll show you how to easy it is to get started with Knudge.

We’ll cover:

  • Integrating Knudge with your CRM
  • Onboarding clients
  • Customizing your personal settings
  • Customizing your firm settings
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