Does Your Advisory Firm Have a Unique Fee Schedule? Your CRM Shouldn't Hold You Back
Every advisory firm has its own way of doing business.
Maybe you charge a minimum annual fee. Maybe you blend AUM and retainer billing. Maybe you've negotiated custom pricing for a handful of long-time clients. Whatever your approach, chances are it doesn't fit perfectly into a standard CRM template.
The good news? It doesn't have to.
One of the biggest advantages of using a CRM built on Salesforce is the flexibility to adapt it to your firm's processes instead of forcing your processes to adapt to your CRM.
Most Firms Are Close—But Not Identical
While many advisors ultimately arrive at similar revenue numbers, the path they take can look very different.
Some common examples include:
Minimum annual fees for smaller households
Combined AUM and retainer billing
Client-specific fee discounts
Excluding certain held-away assets from billing
One-off pricing arrangements
Rather than trying to build a billing system that handles every possible scenario, Quivr focuses on what advisors actually need most: accurate business intelligence.
That means giving you reliable revenue projections, KPIs, and reporting without adding unnecessary complexity.
When Your Fee Schedule Doesn't Fit the Mold
Let's say your firm charges a $5,000 minimum fee for any client with less than $1 million in assets.
That's not a traditional tiered AUM schedule—but it doesn't mean your reporting has to suffer.
Quivr's Revenue Adjuster allows you to make client-specific adjustments after your standard fee schedule is calculated. Whether you're accounting for minimum fees, negotiated discounts, or excluded assets, you can quickly bring your projected revenue in line with reality.
The result is reporting that's accurate enough for forecasting, dashboards, and business planning—without requiring manual spreadsheets.
Built for Real-World Advisory Firms
No CRM can anticipate every unique business model.
That's why Quivr is designed to handle the vast majority of advisory firms out of the box while still giving you room to customize when needed.
Because Quivr is built on Salesforce, you can easily:
Add custom fields
Create custom formulas
Modify page layouts
Build custom reports and dashboards
Extend workflows without writing code
For example, if you'd rather display a custom "Total AUM Revenue" field that combines multiple revenue sources into a single number, that's entirely possible using Salesforce's native customization tools.
Instead of changing how your firm operates, you can tailor Quivr to match the way your team already works.
Flexibility Without Sacrificing Simplicity
The goal isn't to create the most complicated CRM possible.
It's to create one that works for almost every advisory firm on day one while still giving firms with unique requirements the flexibility to make it their own.
Whether you're tracking revenue, building dashboards, or forecasting firm growth, Quivr helps you spend less time managing spreadsheets and more time serving clients.
Ready to See Quivr in Action?
If you're looking for a CRM that adapts to your firm's processes—not the other way around—we'd love to show you how Quivr can help.
