Mastering Your Day: Introducing Quivr’s Customizable Home Page
At Quivr, our mission is simple: to empower financial advisors to run their businesses at peak efficiency. Every product enhancement is driven by a deep understanding of what real financial planners need to streamline their operations. Our latest update to the Quivr Home Page is a significant leap forward, designed to revolutionize how you start your day and interact with your firm's data.
The core philosophy behind the Quivr Home Page has always been to provide you with a clear, immediate answer to one critical question: "What do I need to do today?" Unlike many CRMs that might primarily showcase revenue or new business, our focus remains firmly on actionable insights. In a busy advisory firm, time spent asking "what's going on with this client?" or "who's working on that?" can quickly add up. Our previous Home Page iterations aimed to centralize information, significantly reducing the need for constant inter-office communication via Slack, email, or desk-side interruptions.
From Universal View to Personalized Command Center
While our earlier Home Page versions provided a solid foundation with dedicated sections for "My Tasks," "Team Tasks," and "Firm Items," we recognized a crucial need for greater personalization. Different roles within a firm—from a Chief Compliance Officer to a CSA or an executive assistant—require distinct views of daily operations. A CCO, for instance, might prioritize firm-wide project statuses and compliance workflows, while a CSA needs immediate visibility into their individual tasks and team activities.
This insight led to a fundamental re-imagining of the Quivr Home Page. Our latest version is a dramatic evolution, offering a significant expansion in customizable widgets (now over 35!) and, crucially, giving every user the power to design their own unique layout and personalize tabs.
Tailor Your Daily Experience
This update puts you in complete control of your Quivr Home Page. You can now effortlessly:
Create Custom Tabs: Organize your dashboard with new, role-specific tabs like "Daily Docket," "Business Development," "Client Service," or "Compliance Oversight."
Choose Your Layout: Select the number of columns (one, two, or three) that best suits your viewing preferences for each tab.
Select Your Widgets: Populate each column with the precise information most relevant to your responsibilities. Do you need to see all open projects across the firm, or just your team's completed activities? The choice is yours.
This modularity means an advisor can focus solely on their immediate tasks and meeting preparation, while a director of client service can gain immediate insight into all open and completed workflow instances across the entire firm, quickly identifying bottlenecks or celebrating team achievements. This concept of "glanceable data" means you get just enough high-level information to stay informed, with the option to dive deeper when needed.
The Future is Collaborative and User-Driven
What makes this update truly exciting is its future-proof design. We view this current Home Page as a robust foundation, and our incredible user base is already actively helping us build upon it. We are collecting requests for new widgets, such as "all open firm-related tasks" or "a list of every task and meeting completed by a specific team." Our development team is committed to continuously expanding these offerings, directly driven by your valuable feedback.
This continuous refinement, fueled by the insights of advisors and operations managers like yours, ensures that the Quivr Home Page will evolve to meet the ever-changing demands of financial planning. It’s a testament to our belief that the best products are built in close collaboration with the people who use them every day.
We are incredibly excited about this new chapter for the Quivr Home Page and its potential to enhance your daily efficiency. We encourage all current users to explore these new customization options and share your feedback on any additional widgets you'd like to see. If you're not yet a Quivr user, we invite you to schedule a demo and experience firsthand how Quivr can help your business run at peak efficiency.
