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Wealth Utilities

Quivr

Quivr: Streamlining RIA Operations and Client Relationships.

"Quivr is a comprehensive CRM solution designed to streamline operations for Registered Investment Advisors. It provides tools for client management, task automation, and workflow optimization, enabling firms to enhance client service and improve operational efficiency."

Launch Product Page
Consensus Grade
B
82/100 Confidence
Institutional Verified
Market Position
Ranked #434 in Wealth Utilities
Validated Adoption
2 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Client data management
Workflow automation
Client communication tools
Task management
Compliance tracking

Primary Use Cases

Client relationship management
Task automation and workflow management
Compliance tracking and reporting

Agentic Intelligence Briefing

"Quivr streamlines RIA operations and enhances client relationships through its integrated CRM and workflow automation platform."

Real-time Forensic Synthesis

Competitive Strengths

Streamlines CRM and operational workflows
Potentially improves client communication and service
Could offer integrations with other key RIA tools

Adoption Hazards

Unknown pricing model makes cost-benefit analysis difficult
Limited information available about specific features and integrations
Market saturation in the CRM space

Stack Compatibility Profile

How Quivr integrates into institutional RIA stacks.

2 Firms Analyzed
NDEX
100%
Stack Correlation
Nitrogen Wealth
100%
Stack Correlation
Riskalyze Online
100%
Stack Correlation
ROL
100%
Stack Correlation
Interval
50%
Stack Correlation
Elements Financial Planning
50%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent and enterprise RIAs seeking operational efficiency.
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Redtail CRM
2Wealthbox
3Salesforce Financial Services Cloud

Value Proposition

"Quivr helps RIAs centralize client data and automate workflows, freeing up time to focus on client relationships and grow their business."

Audit Your RIA Stack

See how Quivr fits into your overall tech efficiency score.

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Acclivity

AI-powered client engagement for modern RIAs.

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AdvicePay: Modern billing for modern financial advisors.

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