Mastering Your Day with the Quivr Home Page: From Overwhelmed to Organized
When new users log into Quivr for the first time, it’s not uncommon to feel a bit overwhelmed by the wealth of information on the home page. But that’s by design. Quivr’s layout isn’t just about displaying data—it’s about transforming how advisors work, shifting them from a reactive mindset to a proactive, intentional workflow.
Instead of spending time figuring out what needs to be done, the Quivr home page gives you a clear view of your day—organizing tasks, client updates, meetings, and team activity all in one place.
Key Sections of the Quivr Home Page
My Items: This section is personalized for each user and highlights the tasks that require your immediate attention. It’s organized by due date, with a simple checklist interface to keep you focused. Even tasks with longer timelines stay visible, so nothing slips through the cracks.
Team Items: For team-based firms, this section gives you visibility into your colleagues’ responsibilities—without micromanaging. You’ll see what others are working on, like a follow-up for a client’s upcoming birthday, so you stay in the loop without having to chase updates.
Firm Items: This column brings transparency to high-level, firm-wide initiatives. Whether it’s compliance tasks or business development goals, the whole team can stay aligned and accountable with a quick glance.
Meeting Prep and Follow Up: Quivr seamlessly integrates meetings into your workflow. You’ll see upcoming meetings with prep tasks flagged in advance—often before they even hit your plate. After the meeting, follow-up items flow into your home page to ensure nothing gets missed in the handoff from associate to advisor.
A Day in the Life with Quivr
For someone like Steve, who leads a team, the Quivr home page acts as mission control. He starts with “My Items” to knock out his top priorities, then checks “Team Items” and “Meeting Prep” to ensure everything’s moving forward smoothly.
Team leads can also quickly identify where a teammate might be falling behind—helping redistribute work before it becomes a bottleneck.
For teams, the home page also helps identify if any team members need assistance. If there’s a backlog in tasks or follow ups, it’s easy to spot and offer support to maintain the workflow.
Why It Matters
Whether you’re a solo advisor or part of a larger firm, the Quivr home page is more than just a dashboard—it’s your command center. It keeps the entire firm aligned, accountable, and focused on what really matters: delivering exceptional client care while scaling efficiently.
Start your day with clarity. End it with confidence. That’s the power of the Quivr home page.
For more details and a walkthrough of the Quivr home page, watch the video here.
